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JPMorgan Hedged Equity I JHEQX Fund Analysis

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Morningstar’s Analysis JHEQX

Will JHEQX outperform in future?

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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.

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