JHTAX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class A) is managed by J.P. Morgan Asset Management with $154.3M in net assets. JHTAX expense ratio is 0.84%, holding 163 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-02-26.

JHTAX performance shows a YTD return of 2.08%. The 1-year return is 9.41% and the 5-year return is 6.79%. JHTAX dividend yield stands at 0.29%, paid quarterly.

JHTAX top holdings include Nvidia Corp (7.8%), Apple Inc (6.3%), Microsoft Corp 4.100 Feb 06 37 (5.2%), Amazon.Com Inc (4.0%), Ayvens Sa 4.25 2027-01-18 (3.0%). View all JHTAX holdings, sector breakdown, or dividend history.

JHTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JHTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.