JPMorgan Hedged Equity offers investors a well-defined strategy managed by an experienced team. Its strengths are further bolstered by reasonable fees and a consistently applied process. The strategy maintains a Morningstar Analyst Rating of Silver for its cheapest share classes, while more-expensive share classes are rated Bronze and Neutral.
Will JHEQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHEQX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JHEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JHEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.