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JPMorgan Hedged Equity I JHEQX

Analyst rating as of
NAV / 1-Day Return
23.72  /  0.96 %
Total Assets
15.5 Bil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Fee Level
Low
Longest Manager Tenure
8.79 years
Category
Options Trading
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.79%
Turnover
44%

Morningstar’s Fund Analysis JHEQX

Will JHEQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Thoughtfully structured and consistently executed.

Director

Summary

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JPMorgan Hedged Equity offers investors a transparent, well-defined strategy that will help them remain invested during challenging markets. Its experienced team and reasonable fees earn the strategy a Morningstar Analyst Rating of Silver for its cheapest share classes, while more-expensive share classes are rated Bronze and Neutral.

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