JHTGX Mutual Fund
JHTGX Mutual Fund
JPMorgan Hedged Equity 3 Fund Class R5
JHTGX Mutual Fund Overview
JHTGX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class R5) is managed by J.P. Morgan Asset Management with $44,639.48 in net assets. JHTGX expense ratio is 0.45%, holding 163 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-02-26.
JHTGX performance shows a YTD return of 2.28%. The 1-year return is 9.88% and the 5-year return is 7.23%. JHTGX dividend yield stands at 0.68%, paid quarterly.
JHTGX 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%), S&P 500 Index (3.0%). View all JHTGX holdings, sector breakdown, or dividend history.
JHTGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JHTGX alternatives are available via the screener, along with tax-loss harvesting opportunities.