JPMorgan Hedged Equity Fund I Class

Frequently Asked Questions About JHEQX

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) is one share class of a fund that manages $17.95B across all of its share classes (JHQAX, JHQCX, JHQPX, JHQRX report the same total). Our data does not carry the assets of this share class alone. 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 actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (JHEQX's is 0.57%) in exchange for the discretion to over- or under-weight positions.

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.