JHQPX – JPMorgan Hedged Equity R5 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. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. companies. 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
JHEQX	JPMorgan Hedged Equity Fund Class I	Institutional	Open			Dec 13, 2013	$13.97B	0.570%	Low	$1M	−$3.46B
JHQAX	JPMorgan Hedged Equity Fund Class A	Front Load	Open			Dec 13, 2013	$1.19B	0.820%	Low	$1,000	−$326.00M
JHQCX	JPMorgan Hedged Equity Fund Class C	Level Load	Open			Dec 13, 2013	$470.94M	1.320%	Low	$1,000	−$147.54M
JHQRX	JPMorgan Hedged Equity Fund Class R6	Retirement, Large	Open			Dec 13, 2013	$2.21B	0.320%	Low	$15M	−$7.41M
JHQPX	JPMorgan Hedged Equity Fund Class R5	Retirement, Large	Open			Dec 13, 2013	$2.95M	0.430%	Below Average	$0	−$474,373.43

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