JPMorgan Hedged Equity 3 Fund Class R6 (JHTRX)
The JPMorgan Hedged Equity 3 Fund Class R6 (ticker: JHTRX) is a mutual fund that aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of equity securities. This fund is managed by JPMorgan Asset Management and utilizes hedging strategies to mitigate potential market risks. The Class R6 shares are typically offered to institutional investors and have lower fees compared to other share classes. Overall, this fund offers a balanced approach to equity investing with the potential for downside protection through hedging techniques.
JHTRX Mutual Fund Chart & Stats
$21.75
At close: 4:00 PM EDT- Previous Close
- $21.75
- Sub-Category
- Asset Allocation
- Total Liabilities
- $16.27M
- Expense Ratio
- 0.35%
- Holding Count
- 152
- Brand
- Jpmorgan Trust Iv
- Category
- Alternative
- Total Assets
- 3.14B
- Shares Outstanding
- N/A
- 52-Week Range
- $20.08 - $22.35
JHTRX Mutual Fund News
JHTRX Mutual Fund Smart Score
Outperform
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Learn more about TipRanks Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| USD_CASHJPMorgan Prime Money Market Fund | 11.37% |
| NVDANvidia Corporation | 7.15% |
| AAPLApple Inc | 5.76% |
| MSFTMicrosoft | 4.26% |
| AMZNAmazon.Com, Inc. | 3.69% |
| GOOGLAlphabet Inc. Class A | 2.97% |
| AVGOBroadcom Inc. | 2.66% |
| GOOGAlphabet Inc. Class C | 2.13% |
| MUMicron Technology | 2.05% |
| METAMeta Platforms, Inc. | 1.83% |
| Total | 43.88% |
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