JHDCX

About JHDCX

JPMorgan Hedged Equity 2 Fund Class C is a mutual fund designed to provide investors with capital preservation and appreciation by primarily investing in a diversified portfolio of U.S. equities. The fund employs a distinctive options-based hedging strategy, utilizing put and call options on the S&P 500 to temper both downside and upside returns, with the aim of delivering a smoother equity experience through various market cycles. By purchasing protective put options and writing out-of-the-money put and call options, the fund seeks to limit losses during significant downturns while still participating in equity market growth, though with reduced upside potential compared to a fully unhedged equity portfolio. It tends to overweight large and giant-cap stocks, with sector exposures closely mirroring the broader market and notable holdings in major technology and consumer discretionary companies. This approach is intended for investors seeking competitive risk-adjusted returns over three- to five-year cycles, often relative to the S&P 500, and is managed by an experienced team with a systematic, disciplined methodology. The fund’s structure and focus on volatility reduction position it as a tool for investors looking to moderate equity market risks while maintaining meaningful participation in long-term growth opportunities.