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Jpmorgan Hedged Equity Fund I Class: (MF: JHEQX)
(NASDAQ Mutual Funds) As of Dec 12, 2025 06:06 PM ET
$35.27 USD
-0.25 (-0.70%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund aims to achieve capital appreciation by participating in the broad equity markets while hedging overall market exposure compared to traditional long-only equity strategies. It invests at least 80% of its assets in equity securities, primarily common stocks of large-cap U.S. companies, employing an enhanced index strategy that allows for selective stock weightings relative to the S&P 500 Index. The fund uses a Put/Spread Collar options strategy to provide downside protection while potentially foregoing some upside. It systematically assesses equity securities based on in-depth research and valuation and considers environmental, social, and governance (ESG) factors during its investment process.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JPMorgan Hedged Equity I | JHEQX | NA | NA | 0.00 | 0.00 | 0.25 | 0.57 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return |
|---|
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JPMorgan Hedged Equity I | JHEQX | 1000000 | 0 | 0 | Q |
Contact Information
| Family | J.P. Morgan |
| Address | P.O.Box 8528 Boston, MA 02266 |
| Phone | 800 480-4111 |