JHDAX – JPMorgan Hedged Equity 2 A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a "Put/Spread Collar" strategy. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JHQDX	JPMorgan Hedged Equity 2 Fund Class I	Institutional	Open			Feb 26, 2021	$3.87B	0.590%	Low	$1M	−$1.01B
JHDAX	JPMorgan Hedged Equity 2 Fund Class A	Front Load	Open			Feb 26, 2021	$235.46M	0.840%	Low	$1,000	−$50.15M
JHDCX	JPMorgan Hedged Equity 2 Fund Class C	Level Load	Open			Feb 26, 2021	$243.51M	1.340%	Low	$1,000	−$31.07M
JHDFX	JPMorgan Hedged Equity 2 Fund Class R5	Retirement, Large	Open			Feb 26, 2021	$1.23M	0.450%	Below Average	$0	−$33,599.14
JHDRX	JPMorgan Hedged Equity 2 Fund Class R6	Retirement, Large	Open			Feb 26, 2021	$562.59M	0.340%	Low	$15M	−$11.77M

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