JPMorgan Hedged Equity Fund

Frequently Asked Questions About JHQCX

What does JHQCX invest in?

Under typical market conditions, this fund commits a minimum of 80% of its total assets to equity holdings. The portfolio manager implements an enhanced indexing strategy, primarily focusing its investments on common shares issued by major U.S. corporations. The market capitalization of these chosen U.S. companies will generally align with the profile of firms found within the S&P 500 Index.

What is the expense ratio of JHQCX?

JPMorgan Hedged Equity Fund (JHQCX) charges an expense ratio of 1.32%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JHQCX?

JPMorgan Hedged Equity Fund (JHQCX) manages $17.81B 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 JHQCX actively managed or an index fund?

JHQCX 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 (JHQCX's is 1.32%) because there's no security selection cost.

When was JHQCX launched?

JPMorgan Hedged Equity Fund (JHQCX) launched in May 2014 and is managed by JPMorgan.

How has JHQCX performed?

JHQCX'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.