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JPMorgan Hedged Equity I (JHEQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.820.00 (0.00%)
As of 08:05AM EDT. Market open.

JPMorgan Hedged Equity I

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management information
,Lead manager since 12 December 2013
Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryOptions Trading
Fund familyJPMorgan
Net assets17.78B
YTD return4.82%
Yield0.93%
Morningstar rating★★★★★
Inception date12 Dec 2013

Fund operations

Last dividend0.05
Last cap gain24.00
Holdings turnover27.00%
Average for categoryN/A

Fees and expenses

ExpenseJHEQXCategory average
Annual report expense ratio (net)0.83%1.20%
Prospectus net expense ratio0.83%N/A
Prospectus gross expense ratio0.83%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.52%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A