JPMorgan Hedged Equity Fund Class C
JHQCX
NASDAQ
| Weiss Ratings | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Hamilton Reiner (11), Raffaele Zingone (11), Matthew P Bensen (0), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Hedged Equity Fund Class C | |||
| Category | Equity Hedged | |||
| Sub-Category | Options Trading | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 13, 2013 | |||
| 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 | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.09% | |||
| Dividend | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.41% | |||
| Asset Allocation | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.83% | |||
| Stock | 98.17% | |||
| U.S. Stock | 97.10% | |||
| Non-U.S. Stock | 1.07% | |||
| 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 | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.06% | |||
| 30-Day Total Return | -2.44% | |||
| 60-Day Total Return | -2.06% | |||
| 90-Day Total Return | -3.64% | |||
| Year to Date Total Return | -1.34% | |||
| 1-Year Total Return | 10.60% | |||
| 2-Year Total Return | 28.08% | |||
| 3-Year Total Return | 27.81% | |||
| 5-Year Total Return | 59.07% | |||
| Price | JHQCX-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 | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $32.30 | |||
| 1-Month Low NAV | $32.30 | |||
| 1-Month High NAV | $33.52 | |||
| 52-Week Low NAV | $28.51 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $33.57 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.49 | |||
| Standard Deviation | 9.55 | |||
| Balance Sheet | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 21.33B | |||
| Operating Ratios | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.33% | |||
| Turnover Ratio | 37.00% | |||
| Performance | JHQCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.18% | |||
| Last Bear Market Total Return | -5.49% | |||
