JHQAX — JPMorgan Hedged Equity Fund Class A
JPMorgan Hedged Equity Fund Class A (JHQAX)
JHQAX pays a 0.00% distribution rate, on a 0.82% expense ratio. Total return is 152.0% over the past 12.2 years, 243.1 points behind SPY at 395.1%. Its deepest 1-year drawdown was 6.9%.
JPMorgan Hedged Equity Fund Class A is a mutual fund that invests at least 80% of its assets in large-cap U.S. equities using an enhanced index strategy, with holdings primarily consisting of common stocks of companies similar in size to those in the S&P 500 Index. The fund has a very low distribution rate and carries an expense ratio of 0.82%, with distributions paid on an irregular basis. It appeals primarily to equity investors seeking large-cap U.S. stock exposure through an actively managed approach rather than passive index tracking.
JHQAX key facts
- Issuer
- JPMorgan
- Asset type
- Mutual Fund
- Asset class
- Equity
- Inception date
- 12/13/2013
- Expense ratio
- 0.82%
- Distribution rate
- 0.00%
- Trailing yield
- 0.29%
- Last close
- $35.80
- AUM
- $18,524,610,000
- Average volume
- 0.0
- Last dividend
- $0.0150
- Ex-dividend date
- 06/26/2026
- Payment date
- 06/29/2026
- Beta
- 0.58
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