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JPMorgan Hedged Equity R6 (JHQRX)
At close: 8:00:46 PM EST
Fund Summary
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 Hedged Equity R6
Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j
Fund Overview
| Category | Options Trading |
| Fund Family | JPMorgan |
| Net Assets | 21.37B |
| YTD Return | 20.65% |
| Yield | 0.98% |
| Morningstar Rating | |
| Inception Date | Dec 13, 2013 |
Fund Operations
| Last Dividend | 0.22 |
| Last Cap Gain | 0.00 |
| Holdings Turnover | 37.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | JHQRX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.33% | 1.20% |
| Prospectus Net Expense Ratio | 0.33% | -- |
| Prospectus Gross Expense Ratio | 0.33% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.52% |
| Max Deferred Sales Load | -- | 1.00% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Matthew P Bensen, Lead Manager since November 01, 2024
Matthew Bensen, vice president, is a member of the portfolio management team for derivatives-based strategies in the U.S. Equity group. An employee since 2015, Matt is responsible for helping lead portfolio manager Hamilton Reiner manage the derivatives portfolios of Hedged Equity, Equity Premium Income, and International Hedged Equity on a day-to-day basis. Prior to assuming this role, Matt worked as an analyst for J.P. Morgan's U.S. Equity Value portfolio management team, where he conducted daily portfolio implementation and analytics. Matt holds a B.B.A. in Finance from the University of Notre Dame. He is a CFA charterholder and has his Series 3 license. Morningstar Style Box
Morningstar Category
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