JPMorgan Hedged Equity Fund Class R6
JHQRX
NASDAQ
| Weiss Ratings | JHQRX-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 | JHQRX-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 | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | JPMorgan Hedged Equity Fund Class R6 | |||
| Category | Equity Hedged | |||
| Sub-Category | Equity Miscellaneous | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 13, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 15,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.99% | |||
| Dividend | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.44% | |||
| Asset Allocation | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.29% | |||
| Stock | 98.70% | |||
| U.S. Stock | 97.57% | |||
| Non-U.S. Stock | 1.13% | |||
| 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 | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.38% | |||
| 30-Day Total Return | 0.12% | |||
| 60-Day Total Return | 2.44% | |||
| 90-Day Total Return | 4.92% | |||
| Year to Date Total Return | 0.97% | |||
| 1-Year Total Return | 9.01% | |||
| 2-Year Total Return | 21.44% | |||
| 3-Year Total Return | 36.96% | |||
| 5-Year Total Return | 57.00% | |||
| Price | JHQRX-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 | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $33.37 | |||
| 1-Month Low NAV | $33.33 | |||
| 1-Month High NAV | $33.87 | |||
| 52-Week Low NAV | $29.53 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $34.10 | |||
| 52-Week High Price (Date) | Dec 11, 2024 | |||
| Beta / Standard Deviation | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.56 | |||
| Standard Deviation | 9.87 | |||
| Balance Sheet | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 20.98B | |||
| Operating Ratios | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.33% | |||
| Turnover Ratio | 37.00% | |||
| Performance | JHQRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.84% | |||
| Last Bear Market Total Return | -5.29% | |||