JPMorgan Hedged Equity Fund Class R6

Frequently Asked Questions About JHQRX

What does JHQRX invest in?

The primary objective of this fund is to achieve growth in investment value. Under normal market conditions, a minimum of 80% of its assets are allocated to equity securities. The advisor employs an enhanced index strategy to invest in these holdings, predominantly focusing on the common shares of large U.S. companies. Specifically, the fund's equity investments target American firms with market capitalizations similar to those comprising the S&P 500 Index.

What is the expense ratio of JHQRX?

JPMorgan Hedged Equity Fund Class R6 (JHQRX) charges an expense ratio of 0.32%. This is the annual fee deducted from fund assets to cover management and operations.

How big is JHQRX?

JPMorgan Hedged Equity Fund Class R6 (JHQRX) is one share class of a fund that manages $17.86B across all of its share classes (JHEQX, JHQAX, JHQCX, JHQPX 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 JHQRX actively managed or an index fund?

JHQRX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (JHQRX's is 0.32%) in exchange for the discretion to over- or under-weight positions.

When was JHQRX launched?

JPMorgan Hedged Equity Fund Class R6 (JHQRX) launched in May 2014 and is managed by JPMorgan.

How has JHQRX performed?

JHQRX'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.