JHQAX Fund Comparisons

JHQAX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include IVVB, SHDG, JULT. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
JHQAX
Name
JPMorgan Hedged Equity Fund
Type
Mutual Fund
Originator
JPMorgan
Asset class
equity
Net expense ratio
0.82%
AUM
$18.5B

Comparable Funds

FundQuant reviewed 1,460 active searchable funds, 432 ETFs, 1,026 mutual funds and returned 3 comparable funds for JHQAX.

  1. IVVB - iShares Large Cap Deep Buffer ETF (1940 Act ETF; BlackRock / iShares; equity; Strong Fit; fit score 82)
  2. SHDG - Soundwatch Hedged Equity ETF (1940 Act ETF; Soundwatch; equity; Strong Fit; fit score 88)
  3. JULT - AllianzIM U.S. Large Cap Buffer10 Jul ETF (1940 Act ETF; AIM ETF Products; equity; Strong Fit; fit score 80)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/JHQAX/comps