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JPMorgan Hedged Equity I (JHEQX)
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31.19 - YTD Return 7.00%
- Expense Ratio 0.83%
- Category Options Trading
- Last Cap Gain 24.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 18.99B
- Beta (5Y Monthly) 0.50
- Yield 0.89%
- 5y Average Return --
- Holdings Turnover 27.00%
- Last Dividend 0.05
- Inception Date Dec 13, 2013
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. companies. 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
18.99B
Net Assets
2013-12-13
Inception Date
Performance Overview: JHEQX
View MoreTrailing returns as of 6/26/2024. Category is Options Trading.
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Holdings: JHEQX
View MoreTop 9 Holdings (32.48% of Total Assets)
Sector Weightings
SectorJHEQX
Technology 30.81%
Financial Services 12.49%
Healthcare 12.32%
Consumer Cyclical 11.80%
Communication Services 8.42%
Industrials 8.23%
Consumer Defensive 5.22%
Energy 4.18%
Utilities 2.39%
Basic Materials 2.19%
Real Estate 1.94%
Recent News: JHEQX
View MoreResearch Reports: JHEQX
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