Jpmorgan Hedged Equity Fund Quote
| JHQDX Fund | USD 18.72 0.04 0.21% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Jpmorgan Hedged is trading at 18.72 as of the 26th of November 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 18.68. Jpmorgan Hedged has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Jpmorgan Hedged Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. Assets means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a PutSpread Collar strategy. More on Jpmorgan Hedged Equity
Moving together with Jpmorgan Mutual Fund
| 0.8 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.8 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.79 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.8 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.81 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.78 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Options Trading Funds, Options Trading, JPMorgan, Large Growth, Options Trading (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Hedged Equity [JHQDX] is traded in USA and was established 26th of November 2024. 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. Jpmorgan Hedged Equity currently has accumulated 4.53 B in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Jpmorgan Hedged Equity Risk Profiles
| Mean Deviation | 0.3231 | |||
| Semi Deviation | 0.4538 | |||
| Standard Deviation | 0.4895 | |||
| Variance | 0.2396 |
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.
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