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.
JPMorgan Hedged Equity 3 R6 JHTRX
NAV / 1-Day Return
14.44
/
1.02
%
Total Assets
2.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
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
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JHTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHTRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JHTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JHTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Thoughtfully structured and implemented.
