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JPMorgan Hedged Equity I JHEQX

Analyst rating as of
NAV / 1-Day Return
24.10  /  0.08 %
Total Assets
17.1 Bil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Fee Level
Low
Longest Manager Tenure
8.44 years
Category
Options Trading
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
1,000,000
Status
Limited
TTM Yield
0.76%
Turnover
39%
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Morningstar’s Analysis

Will JHEQX outperform in future?

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

Thoughtfully structured and implemented.

Senior Analyst

Summary

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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.

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