Advertisement
Skip to Content
Morningstar

JPMorgan Hedged Equity I JHEQX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis JHEQX

Will JHEQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHEQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JHEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of JHEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

JPMorgan Hedged Equity Fully Reopening; Ratings Unchanged

null Karen Zaya

Karen Zaya

Analyst Note

Effective Feb. 17, 2023, JPMorgan Hedged Equity will again be open to new investors. The fund soft-closed in early 2021, but increased volume in daily S&P 500 index options since then (and expectations that levels will remain adequately high because of increased marketplace participation) assuaged management's previous concerns over the fund’s room to grow. Neither the People nor Process ratings are affected. The fund maintains its Morningstar Analyst Rating of Silver for its cheapest share classes and its Bronze and Neutral ratings for the pricier ones.

by Karen Zaya
Published on

Unlock our full analysis with Morningstar Investor