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JPMorgan Hedged Equity 2 C (JHDCX)

17.88
+0.53
+(3.05%)
At close: 8:06:23 AM EDT
Loading Chart for JHDCX
  • Previous Close 17.35
  • YTD Return -2.22%
  • Expense Ratio 1.35%
  • Category Options Trading
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 5.67B
  • Beta (5Y Monthly) 0.54
  • Yield 0.07%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.01
  • Inception Date Feb 26, 2021

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a "Put/Spread Collar" strategy. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.

JPMorgan

Fund Family

Options Trading

Fund Category

5.67B

Net Assets

2021-02-26

Inception Date

Performance Overview: JHDCX

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Trailing returns as of 4/8/2025. Category is Options Trading.

YTD Return

JHDCX
2.22%
Category
6.64%
 

1-Year Return

JHDCX
8.15%
Category
16.67%
 

3-Year Return

JHDCX
5.22%
Category
6.96%
 

5-Year Return

JHDCX
0.00%
Category
6.01%
 

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Holdings: JHDCX

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Sector Weightings

SectorJHDCX
Technology   32.44%
Healthcare   10.72%
Industrials   7.73%
Energy   3.28%
Utilities   2.38%
Real Estate   2.13%

Recent News: JHDCX

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Research Reports: JHDCX

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