- What does JHEQX invest in?
- Under typical market conditions, this fund commits a minimum of 80% of its total assets to various equity instruments. The investment advisor implements an optimized indexing methodology to select these stocks, predominantly targeting common shares issued by prominent U.S. corporations. These equity holdings primarily consist of U.S. companies whose market capitalizations are comparable to those included in the S&P 500 Index.
- What is the expense ratio of JHEQX?
- JPMorgan Hedged Equity Fund I Class (JHEQX) charges an expense ratio of 0.57%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is JHEQX?
- JPMorgan Hedged Equity Fund I Class (JHEQX) manages $18.83B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is JHEQX actively managed or an index fund?
- JHEQX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (JHEQX's is 0.57%) because there's no security selection cost.
- When was JHEQX launched?
- JPMorgan Hedged Equity Fund I Class (JHEQX) launched in May 2014 and is managed by JPMorgan.
- How has JHEQX performed?
- JHEQX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
