JHTRX Mutual Fund (JPMorgan Hedged Equity 3 Fund Class R6) is managed by J.P. Morgan Asset Management with $608.6M in net assets. JHTRX expense ratio is 0.34%, holding 163 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2021-02-26.

JHTRX performance shows a YTD return of 2.33%. The 1-year return is 9.99% and the 5-year return is 7.34%. JHTRX dividend yield stands at 0.77%, paid quarterly.

JHTRX 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%), Jpmorgan Chase + Co Subordinated 07/36 Var (3.0%). View all JHTRX holdings, sector breakdown, or dividend history.

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