JPMorgan Hedged Equity A

Frequently Asked Questions About JHQAX

What does JHQAX invest in?

Under normal circumstances, the fund invests at least 80% 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. companies. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.

What is the expense ratio of JHQAX?

JPMorgan Hedged Equity A (JHQAX) charges an expense ratio of 0.82%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JHQAX?

JPMorgan Hedged Equity A (JHQAX) manages $18.82B 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 JHQAX actively managed or an index fund?

JHQAX 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 (JHQAX's is 0.82%) because there's no security selection cost.

When was JHQAX launched?

JPMorgan Hedged Equity A (JHQAX) launched in May 2014 and is managed by JPMorgan.

How has JHQAX performed?

JHQAX'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.