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
Compare
Click to
Compare
Click to
Compare
Rating C
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 (4), Raffaele Zingone (4), Matthew P Bensen (0), 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 0.07%
Dividend JHDCX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.49%
Asset Allocation JHDCX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Cash 0.50%
Stock 99.51%
U.S. Stock 98.46%
Non-U.S. Stock 1.05%
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 1.04%
30-Day Total Return 1.93%
60-Day Total Return 3.25%
90-Day Total Return -0.16%
Year to Date Total Return -0.37%
1-Year Total Return 7.23%
2-Year Total Return 20.00%
3-Year Total Return 25.85%
5-Year Total Return --
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 $18.41
1-Month Low NAV $17.93
1-Month High NAV $18.45
52-Week Low NAV $17.03
52-Week Low NAV (Date) Aug 05, 2024
52-Week High NAV $19.11
52-Week High Price (Date) Feb 19, 2025
Beta / Standard Deviation JHDCX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.50
Standard Deviation 9.03
Balance Sheet JHDCX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 5.12B
Operating Ratios JHDCX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.35%
Turnover Ratio --
Performance JHDCX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 12.33%
Last Bear Market Total Return -10.02%