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) | 1.37% | |||
Asset Allocation | JHDCX-NASDAQ | Click to Compare |
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Cash | 1.28% | |||
Stock | 98.72% | |||
U.S. Stock | 97.44% | |||
Non-U.S. Stock | 1.28% | |||
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 | -0.41% | |||
30-Day Total Return | 2.30% | |||
60-Day Total Return | 1.27% | |||
90-Day Total Return | 3.35% | |||
Year to Date Total Return | 3.30% | |||
1-Year Total Return | 7.97% | |||
2-Year Total Return | 21.58% | |||
3-Year Total Return | 33.62% | |||
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 | $19.09 | |||
1-Month Low NAV | $18.75 | |||
1-Month High NAV | $19.21 | |||
52-Week Low NAV | $17.35 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $19.21 | |||
52-Week High Price (Date) | Aug 28, 2025 | |||
Beta / Standard Deviation | JHDCX-NASDAQ | Click to Compare |
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Beta | 0.48 | |||
Standard Deviation | 8.13 | |||
Balance Sheet | JHDCX-NASDAQ | Click to Compare |
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Total Assets | 5.18B | |||
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% | |||