JPMorgan Hedged Equity 2 Fund Class C
JHDCX
NASDAQ
| Weiss Ratings | JHDCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | JHDCX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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| Dividend Yield | 0.06% | |||
| Dividend | JHDCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.34% | |||
| Asset Allocation | JHDCX-NASDAQ | Click to Compare |
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| Cash | 11.92% | |||
| Stock | 88.09% | |||
| U.S. Stock | 87.55% | |||
| Non-U.S. Stock | 0.54% | |||
| 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 |
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| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | 1.30% | |||
| 60-Day Total Return | 2.54% | |||
| 90-Day Total Return | 3.63% | |||
| Year to Date Total Return | 4.81% | |||
| 1-Year Total Return | 7.01% | |||
| 2-Year Total Return | 27.00% | |||
| 3-Year Total Return | 39.63% | |||
| 5-Year Total Return | -- | |||
| Price | JHDCX-NASDAQ | Click to Compare |
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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 Compare |
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| Nav | $19.37 | |||
| 1-Month Low NAV | $19.09 | |||
| 1-Month High NAV | $19.44 | |||
| 52-Week Low NAV | $17.35 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.44 | |||
| 52-Week High Price (Date) | Sep 22, 2025 | |||
| Beta / Standard Deviation | JHDCX-NASDAQ | Click to Compare |
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| Beta | 0.48 | |||
| Standard Deviation | 7.98 | |||
| Balance Sheet | JHDCX-NASDAQ | Click to Compare |
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| Total Assets | 5.39B | |||
| Operating Ratios | JHDCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | -- | |||
| Performance | JHDCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.33% | |||
| Last Bear Market Total Return | -10.02% | |||