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Jpmorgan Hedged Equity Fund Class I (JHEQX)

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33.90 +0.30    +0.89%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 17B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Other
JPMorgan Hedged Equity Select 33.90 +0.30 +0.89%

JHEQX Overview

 
Find basic information about the Jpmorgan Hedged Equity Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JHEQX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.28%
Prev. Close33.6
Risk Rating
TTM Yield0.77%
ROE32.96%
IssuerJPMorgan
Turnover37%
ROA16.52%
Inception Date41621
Total Assets17B
Expenses0.57%
Min. Investment1,000,000
Market Cap345.93B
CategoryOptions Trading
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Jpmorgan Hedged Equity Fund Class I Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1203 1055 1216 1304 1679 2306
Fund Return 20.33% 5.46% 21.64% 9.25% 10.92% 8.71%
Place in category 31 32 54 12 8 6
% in Category 20 22 35 8 6 6

Top Other Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Hedged Equity Fund Class 6 2.23B 20.65 9.53 8.98
  JPMorgan Hedged Equity A 1.5B 20.07 8.99 8.44
  JPMorgan SmartRetirement Blend Inc6 712.57M 10.62 2.83 4.66
  JPMorgan Hedged Equity Fund Class C 584.75M 19.55 8.44 7.90
  JPMorgan SmartRetirement Income R6 375.3M 10.55 2.85 4.62

Top Funds for Options Trading Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Gateway Y 5.73B 17.28 6.44 6.03
  JPMorgan Hedged Equity Fund Class 6 2.23B 20.65 9.53 8.98
  JPMorgan Hedged Equity A 1.5B 20.07 8.99 8.44
  Gateway A 696.57M 17.03 6.20 5.78
  JPMorgan Hedged Equity Fund Class C 584.75M 19.55 8.44 7.90

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 7.14 140.22 +0.39%
  Microsoft US5949181045 6.83 439.33 +0.94%
  Apple US0378331005 6.80 258.20 +1.15%
  Amazon.com US0231351067 3.98 229.05 +1.77%
  Meta Platforms US30303M1027 2.80 607.75 +1.32%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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