Jpmorgan Hedged Equity Fund Quote
| JHQPX Fund | USD 33.86 0.08 0.24% |
Performance18 of 100
| Odds Of DistressLess than 16
|
Jpmorgan Hedged is trading at 33.86 as of the 1st of December 2024; that is 0.24% up since the beginning of the trading day. The fund's open price was 33.78. Jpmorgan Hedged has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Jpmorgan Hedged Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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. More on Jpmorgan Hedged Equity
Moving together with Jpmorgan Mutual Fund
| 0.84 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.83 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.83 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.83 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.84 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.82 | SRJZX | Jpmorgan Smartretirement | PairCorr |
Moving against Jpmorgan Mutual Fund
Jpmorgan Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Blend Funds, Options Trading Funds, Options Trading, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
Jpmorgan Hedged Equity [JHQPX] is traded in USA and was established 1st of December 2024. Jpmorgan Hedged is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Options Trading category and is part of JPMorgan family. This fund currently has accumulated 2.83 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Hedged Equity is currently producing year-to-date (YTD) return of 19.57% with the current yeild of 0.01%, while the total return for the last 3 years was 8.84%.
Check Jpmorgan Hedged Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Hedged Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Hedged Equity Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| BAC | Bank of America | Stock | Financials | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| MA | Mastercard | Stock | Financials |
Jpmorgan Hedged Equity Risk Profiles
| Mean Deviation | 0.3414 | |||
| Semi Deviation | 0.3791 | |||
| Standard Deviation | 0.5182 | |||
| Variance | 0.2685 |
Jpmorgan Hedged Against Markets
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Hedged financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Hedged security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |