Mutual Funds - Profile

JPMorgan Hedged Equity Fund

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Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team utilizes an enhanced index strategy to invest in equity securities.

The research team combines research, valuation and stock selection as part of its process.

In addition, the team also integrates environmental, social and governance factors in its investment process.

The team favors companies with attractive valuation.

Other factors in consideration More

Price

  • Last Close
  • $26.54
    +0
  • 52 Week HL
  • $26.63 - $22.44
  • Net Assets
  • $18310 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 26, 2021

Company Holding
Microsoft Corp. 6.2
Apple, Inc. 6.1
Amazon.com, Inc. 4.5
Alphabet, Inc., 2.3
Alphabet, Inc., 1.9
Company Holding
Facebook, Inc., 1.8
Berkshire Hathaway, 1.6
Mastercard, Inc., 1.6
Tesla, Inc. 1.5
Visa, Inc., 1.3
Total 28.8%

Manager

  • Name
  • Hamilton Reiner
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
10.6 % YTD

  • 3 Year
  • 39.62%
  • 5 Year
  • 62.99%
  • Best
  • 12.75%
    2020
  • Worst
  • -1.43%
    2015

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
JHEQX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 22%16%29%-6%19%10%-1%0%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 4.4% -5.1% 3.6% -1.9% 3.8% 0.1% 0.9% - - - -
Q2 3.8% 8.7% 2.6% 4% 2.2% 2% -0.3% 0.5% - - -
Q3 2.2% 4.2% 0.4% 3.5% 3.2% 3.2% -5.9% 0.8% - - -
Q4 1.6% 4.8% 4% -5.6% 2.8% 4% 4.1% 4.4% - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.3% 1.6% 3.1% 2.4% 0.7% 0.7% 1.2% 1% - -0.2% - -
2020 0.2% -3.8% -1.7% 5.6% 2% 1% 2.4% 2.4% -0.5% -1.1% 4.8% 1.1%

Annual Return

Index Comparison

Alpha

NAV