JPMorgan Hedged Equity 2 Fund Class C
JHDCX
NASDAQ
| Weiss Ratings | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Hamilton Reiner (5), Raffaele Zingone (5), Matthew P Bensen (1), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.07% | |||
| Asset Allocation | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.53% | |||
| Stock | 98.48% | |||
| U.S. Stock | 98.36% | |||
| Non-U.S. Stock | 0.12% | |||
| 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 Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.14% | |||
| 30-Day Total Return | 1.00% | |||
| 60-Day Total Return | 1.59% | |||
| 90-Day Total Return | 3.38% | |||
| Year to Date Total Return | 6.73% | |||
| 1-Year Total Return | 11.41% | |||
| 2-Year Total Return | 19.98% | |||
| 3-Year Total Return | 33.58% | |||
| 5-Year Total Return | 39.04% | |||
| Price | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Nav | $21.08 | |||
| 1-Month Low NAV | $20.60 | |||
| 1-Month High NAV | $21.11 | |||
| 52-Week Low NAV | $18.66 | |||
| 52-Week Low NAV (Date) | Aug 01, 2025 | |||
| 52-Week High NAV | $21.11 | |||
| 52-Week High Price (Date) | Jul 15, 2026 | |||
| Beta / Standard Deviation | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.54 | |||
| Standard Deviation | 7.53 | |||
| Balance Sheet | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.58B | |||
| Operating Ratios | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.34% | |||
| Turnover Ratio | 42.00% | |||
| Performance | JHDCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.38% | |||
| Last Bear Market Total Return | -10.02% | |||