JHDAX

About JHDAX

JPMorgan Hedged Equity 2 Fund Class A is an actively managed mutual fund that seeks capital appreciation with a focus on mitigating equity market drawdowns. The strategy combines a diversified portfolio of large-cap U.S. equities with a systematic options overlay designed to buffer losses over rolling three-month periods, typically targeting protection against moderate declines while maintaining meaningful equity participation. The fund’s approach aims to deliver a smoother return profile than broad equity benchmarks, capturing a portion of upside in rising markets and limiting downside during stress, positioning it within the equity hedged category. Managed by J.P. Morgan Asset Management, the portfolio emphasizes risk-adjusted outcomes and disciplined execution, supported by ongoing option rebalancing and risk controls. This structure can be relevant for investors seeking equity exposure with reduced volatility, as it plays a defensive role in asset allocation, complements core equity holdings, and may help stabilize multi-asset portfolios through varied market cycles. Distributions, fees, and turnover reflect its active equity selection and options activity, aligning the fund’s design with capital preservation and consistent participation over time.