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JPMorgan Hedged Equity 2 C (JHDCX)
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16.70 - YTD Return 5.96%
- Expense Ratio 0.60%
- Category Options Trading
- Last Cap Gain 4.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 4.77B
- Beta (5Y Monthly) 0.54
- Yield 0.23%
- 5y Average Return --
- Holdings Turnover 35.00%
- Last Dividend 0.04
- Inception Date Feb 26, 2021
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a "Put/Spread Collar" strategy. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.
JPMorgan
Fund Family
Options Trading
Fund Category
4.77B
Net Assets
2021-02-26
Inception Date
Performance Overview: JHDCX
Trailing returns as of 4/25/2024. Category is Options Trading.
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Holdings: JHDCX
Top 9 Holdings (32.99% of Total Assets)
Sector Weightings
SectorJHDCX
Technology 31.23%
Financial Services 12.59%
Healthcare 12.53%
Consumer Cyclical 11.89%
Communication Services 8.19%
Industrials 8.03%
Consumer Defensive 5.32%
Energy 3.79%
Utilities 2.19%
Basic Materials 2.13%
Real Estate 2.11%
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