JPMorgan Hedged Equity 3 Fund (JHQTX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JHQTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JHQTX
JHQTX charges 0.60% annually. There is 1 mutual fund in the Options Trading category with a lower expense ratio, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | JHQTX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | JHQTX vs JHQDX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | JHQTX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | JHQTX vs GTEYX | |
| JPMorgan Hedged Equity Fund | 0.83% | — | Dec 2013 | JHQTX vs JHQAX |
Best Risk-Adjusted Alternatives to JHQTX
JHQTX has a PortfoliosLab risk / return rank of 36. There are 20 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | JHQTX vs PPFIX | |
| MAI Managed Volatility Fund | 94 | — | Sep 2010 | JHQTX vs MAIPX | |
| Glenmede Secured Options Portfolio | 93 | — | Jun 2010 | JHQTX vs GTSOX | |
| Columbia Seligman Premium Technology Growth Fund | 89 | — | Nov 2009 | JHQTX vs STK | |
| Parametric Volatility Risk Premium - Defensive Fun... | 87 | — | Feb 2017 | JHQTX vs EIVPX |
Top Performing JHQTX Alternatives (YTD)
JHQTX is at 2.81% YTD. There are 22 mutual funds in the Options Trading category with higher YTD returns, going as high as 37.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund | 37.62% | — | Nov 2009 | JHQTX vs STK | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 10.40% | — | Jan 2007 | JHQTX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.77% | — | Sep 2016 | JHQTX vs HMXIX | |
| Glenmede Secured Options Portfolio | 8.49% | — | Jun 2010 | JHQTX vs GTSOX | |
| JPMorgan Hedged Equity 2 Fund Class I | 7.81% | — | Feb 2021 | JHQTX vs JHQDX |
Lowest Volatility Alternatives to JHQTX
JHQTX has 7.49% 1-year volatility. There are 12 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.90% | — | Nov 2016 | JHQTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.59% | — | Apr 2012 | JHQTX vs STTIX | |
| MAI Managed Volatility Fund | 4.97% | — | Sep 2010 | JHQTX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.30% | — | Oct 2017 | JHQTX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.57% | — | Apr 2015 | JHQTX vs SHIIX |
Lowest Drawdown Alternatives to JHQTX
JHQTX has a 1-year max drawdown of -5.78%. There are 14 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | JHQTX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.90% | — | Apr 2012 | JHQTX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | JHQTX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | JHQTX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | JHQTX vs JDIEX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With JHQTX
Investors most often compare JHQTX with CMNIX, BBLU, MCN. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JHQTX with Any Fund or Stock
Compare JHQTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JHQTX with funds that move differently
JPMorgan Hedged Equity 3 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHQTX.
Explore JHQTX Diversifiers