JPMorgan International Hedged Equity A (JIHAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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JPMorgan International Hedged Equity A
270 Park Avenue
JPMorgan Trust IV
Management information
,Lead manager since 15 September 2020
Winnie Cheung, a Vice President, is a portfolio manager in the International Equity Group focusing on the International Research Enhanced strategies. An employee since 2012, Ms. Cheung was previously a performance analyst. Ms. Cheung obtained a MSc in Finance from Cass Business School in London.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryOptions Trading
Fund familyJPMorgan
Net assets159.02M
YTD return4.62%
Yield2.33%
Morningstar rating★★
Inception date14 Mar 2019
Fund operations
Last dividend0.38
Last cap gain74.00
Holdings turnover22.00%
Average for categoryN/A
Fees and expenses
ExpenseJIHAXCategory average
Annual report expense ratio (net)0.35%1.20%
Prospectus net expense ratio0.35%N/A
Prospectus gross expense ratio0.58%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.52%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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