C
JPMorgan Hedged Equity 2 Fund Class C JHDCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
--
Expense Ratio
Weiss Ratings JHDCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info JHDCX-NASDAQ Click to
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Provider JPMorgan
Manager/Tenure (Years) Hamilton Reiner (4), Raffaele Zingone (4), Matthew P Bensen (0), 1 other
Website http://https://www.jpmorganfunds.com
Fund Information JHDCX-NASDAQ Click to
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Fund Name JPMorgan Hedged Equity 2 Fund Class C
Category Equity Hedged
Sub-Category Options Trading
Prospectus Objective Growth
Inception Date Feb 26, 2021
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares JHDCX-NASDAQ Click to
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Dividend Yield 0.06%
Dividend JHDCX-NASDAQ Click to
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Dividend Yield (Forward) 1.33%
Asset Allocation JHDCX-NASDAQ Click to
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Cash 1.45%
Stock 98.55%
U.S. Stock 97.92%
Non-U.S. Stock 0.63%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History JHDCX-NASDAQ Click to
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7-Day Total Return 1.09%
30-Day Total Return 0.36%
60-Day Total Return 1.78%
90-Day Total Return 2.69%
Year to Date Total Return 5.19%
1-Year Total Return 5.25%
2-Year Total Return 28.42%
3-Year Total Return 40.14%
5-Year Total Return --
Price JHDCX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV JHDCX-NASDAQ Click to
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Nav $19.44
1-Month Low NAV $19.23
1-Month High NAV $19.47
52-Week Low NAV $17.35
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $19.47
52-Week High Price (Date) Oct 09, 2025
Beta / Standard Deviation JHDCX-NASDAQ Click to
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Beta 0.49
Standard Deviation 7.43
Balance Sheet JHDCX-NASDAQ Click to
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Total Assets 5.38B
Operating Ratios JHDCX-NASDAQ Click to
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Expense Ratio 1.35%
Turnover Ratio --
Performance JHDCX-NASDAQ Click to
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Last Bull Market Total Return 12.33%
Last Bear Market Total Return -10.02%