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JPMorgan Hedged Equity R5 (JHQPX)
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9/21 12:03 PM
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33.63 - YTD Return 16.44%
- Expense Ratio 0.43%
- Category Options Trading
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 20.55B
- Beta (5Y Monthly) 0.51
- Yield 0.93%
- 5y Average Return --
- Holdings Turnover 37.00%
- Last Dividend 0.20
- Inception Date Dec 13, 2013
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. companies. 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
20.55B
Net Assets
2013-12-13
Inception Date
Performance Overview: JHQPX
View MoreTrailing returns as of 11/6/2024. Category is Options Trading.
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18.31
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JMUEX JPMorgan US Equity L
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JCAPX Janus Henderson Forty Fund
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NFFCX Nuveen Floating Rate Income C
18.21
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58.15
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Holdings: JHQPX
View MoreTop 10 Holdings (36.16% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJHQPX
Technology 33.53%
Financial Services 12.10%
Consumer Cyclical 11.78%
Healthcare 11.68%
Communication Services 8.12%
Industrials 8.03%
Consumer Defensive 4.62%
Energy 3.33%
Utilities 2.55%
Real Estate 2.21%
Basic Materials 2.04%
Recent News: JHQPX
View MoreResearch Reports: JHQPX
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KINCX Kinetics Internet Adv C
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FSUTX Fidelity Select Utilities
127.39
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FIKIX Fidelity Advisor Utilities Z
48.21
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FUGAX Fidelity Advisor Utilities A
47.00
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FUGCX Fidelity Advisor Utilities C
45.76
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FUGIX Fidelity Advisor Utilities I
48.23
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PRUQX PGIM Jennison Utility R6
16.86
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FIUIX Fidelity Telecom and Utilities
34.89
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WWWEX Kinetics Global No Load
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KGLCX Kinetics The Global Fund
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TORTX Tortoise Energy Infrastructure TR A
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18.93
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VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.78
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VLPCX Virtus Duff & Phelps Sel MLP & Engy C
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EIPIX EIP Growth and Income I
19.08
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VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.97
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KMKNX Kinetics Market Opportunities No Load
86.05
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MLXIX Catalyst Energy Infrastructure I
29.14
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KMKYX Kinetics Market Opportunities Inst
87.60
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KMKCX Kinetics Market Opportunities Adv C
79.77
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KMKAX Kinetics Market Opportunities Adv A
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PGJQX PGIM Jennison Global Infrastructure Fund
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GLFOX Lazard Global Listed Infrastructure Portfolio
15.98
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AIFRX abrdn Global Infrastructure Instl
23.89
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FSPCX Fidelity Select Insurance Port
99.72
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PRISX T. Rowe Price Financial Services
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CSRIX Cohen & Steers Instl Realty Shares
50.76
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CSJIX Cohen & Steers Realty Shares I
69.55
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CSRSX Cohen & Steers Realty Shares L
69.57
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CSJZX Cohen & Steers Realty Shares Z
69.72
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TFIFX T. Rowe Price Financial Services I
47.40
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PJEAX PGIM US Real Estate A
16.04
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PJEQX PGIM US Real Estate R6
16.07
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PJEZX PGIM US Real Estate Z
16.07
+0.44%
CSJCX Cohen & Steers Realty Shares C
69.23
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CSJAX Cohen & Steers Realty Shares A
69.57
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CSJRX Cohen & Steers Realty Shares R
69.73
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17.20
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27.61
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187.90
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162.68
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160.28
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17.90
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180.05
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20.99
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39.06
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FAFDX Fidelity Advisor Financials A
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34.75
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