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JPMorgan Hedged Equity 3 R6 JHTRX

Analyst rating as of
NAV / 1-Day Return
14.44  /  1.02 %
Total Assets
2.8 Bil
Adj. Expense Ratio
0.350%
Expense Ratio
0.350%
Fee Level
Low
Longest Manager Tenure
1.34 years
Category
Options Trading
Alt Style Correlation / Relative Volatility
Min. Initial Investment
15,000,000
Status
Open
TTM Yield
0.71%
Turnover
7%

Morningstar’s Analysis

Will JHTRX 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 Fund 2 and 3 offer investors a well-defined strategy managed by an experienced team. The funds’ strengths are further bolstered by reasonable fees and a consistently applied process. Similar to JPMorgan Hedged Equity, these funds earn a Morningstar Analyst Rating of Silver for their cheapest share classes, while more expensive share classes are rated Bronze and Neutral.

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