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JHTAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

JPMorgan Hedged Equity 3 A (JHTAX) Ownership - Who owns JPMorgan Hedged Equity 3 A?

The investment seeks to provide capital appreciation... Show more

Profile

Category
Equity Hedged
Address
JPMorgan Trust IV270 Park AvenueNew York
Phone
N/A
Web
www.jpmorganfunds.com

Details

Group
Alternative Funds
Category
Unknown
Total Expense Ratio
0.85
Min. Initial Investment
1000.00
Fund Existence
over 4 years
Turnover
56.00
Front Load
5.25
Net Assets
2820832800.00
Manager Tenure
N/A

Fundamentals

JHTAX
Net Assets
2.82B
Fund Existence
over 4 years
Turnover
56.00
Total Expense Ratio
0.85
Front Load
5.25%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Equity Hedged
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.85
Assets in Top Ten Holdings
721M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
157M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.25
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
156.00
Number of Net Holdings
158.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
38.68%
Gain YTD
4.089
Annual Yield % from dividends
0.44
Returns for 1 year
8.19
Returns for 3 years
30.91
Returns for 5 years
N/A
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
JPMorgan Trust IV270 Park AvenueNew York
Phone
N/A
Web
www.jpmorganfunds.com