Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Just curious if anyone knows why JPMorgan Hedged Equity 2 (JHDAX) had a big cap gains distribution in 2022. Looks like it was about 3.7% LTCG and 1.6% STCG. Just that one year. Otherwise none of the JPMorgan hedged equity funds seem to distribute an…
Thanks JD_co. I'd use HELO but I probably will set up Fidelity automatic recurring withdrawals in retirement (my retirement paycheck) so I would need the mutual fund version for that.