Transcription of Factsheet: JPMorgan Hedged Equity Fund (I)
{{id}} {{{paragraph}}}
Fact Sheet | December 31, 2021 Offered on a limited basis. JPMorgan Hedged Equity Fund A Shares: JHQAX C Shares: JHQCX I Shares: JHEQX R5 Shares: JHQPX R6 Shares: JHQRX. Performance Designed to provide capital appreciation F Fund: Class I Shares through a diversified Equity portfolio, while B1 Benchmark 1: S&P 500 Index hedging overall market exposure. B2 Benchmark 2: ICE BofAML 3-Month US Treasury Bill Index Approach Growth of $100,000. Invests in a portfolio of large cap stocks while 210. Ending Value employing a disciplined options strategy that seeks to reduce downside risk in falling markets F $197,633. 180. Constructs a diversified Equity portfolio through a proprietary research process designed to identify over- and undervalued stocks while maintaining characteristics 150.
factors as part of its investment decision-making process (“ESG Integration”). ESG Integration is the systematic inclusion of ESG issues in investment analysis and investment decisions. ESG Integration for a Fund is dependent upon the availability of sufficient ESG information on the Fund’s investment universe.
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document:
{{id}} {{{paragraph}}}