JPMorgan Hedged Equity Fund Class R5

Frequently Asked Questions About JHQPX

What does JHQPX invest in?

The JPMorgan Hedged Equity Fund Class R5 is designed to foster capital growth for its investors. Under standard market conditions, the fund allocates at least four-fifths of its total assets to equity securities. The portfolio manager utilizes an enhanced indexing methodology when selecting these stock investments, which predominantly consist of common shares issued by substantial U.S. corporations. Specifically, the fund's equity holdings largely comprise common stocks of American companies with market values akin to those found within the S&P 500 Index.

What is the expense ratio of JHQPX?

JPMorgan Hedged Equity Fund Class R5 (JHQPX) charges an expense ratio of 0.43%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JHQPX?

JPMorgan Hedged Equity Fund Class R5 (JHQPX) is one share class of a fund that manages $17.86B across all of its share classes (JHEQX, JHQAX, JHQCX, 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 JHQPX actively managed or an index fund?

JHQPX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (JHQPX's is 0.43%) in exchange for the discretion to over- or under-weight positions.

When was JHQPX launched?

JPMorgan Hedged Equity Fund Class R5 (JHQPX) launched in May 2014 and is managed by JPMorgan.

How has JHQPX performed?

JHQPX'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.