Jpmorgan Hedged Equity Fund Quote
| JHQAX Fund | USD 33.41 0.18 0.54% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Jpmorgan Hedged is trading at 33.41 as of the 17th of January 2025; that is 0.54% up since the beginning of the trading day. The fund's open price was 33.23. Jpmorgan Hedged has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. More on Jpmorgan Hedged Equity
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Options Trading Funds, Options Trading, JPMorgan, Large Blend, Options Trading (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | June |
Jpmorgan Hedged Equity [JHQAX] is traded in USA and was established 17th of January 2025. Jpmorgan Hedged is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Options Trading category and is part of JPMorgan family. This fund currently has accumulated 15.87 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Hedged Equity is currently producing year-to-date (YTD) return of 0.76% with the current yeild of 0.01%, while the total return for the last 3 years was 8.01%.
Check Jpmorgan Hedged Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Hedged Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Hedged Equity Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
Jpmorgan Hedged Equity Risk Profiles
| Mean Deviation | 0.3585 | |||
| Semi Deviation | 0.6073 | |||
| Standard Deviation | 0.5503 | |||
| Variance | 0.3028 |
Jpmorgan Hedged Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Hedged financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Hedged security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |