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Hedged Equity Fund

JDIEX - I SHARES | JDAEX - A SHARES | JDCEX - C SHARES | JDSEX - R6 SHARES

Documents

Title Release Date Download PDF
Third Quarter Fact Sheet September 30, 2021 Download
Third Quarter Sales Flyer September 30, 2021 Download
Third Quarter Presentation September 30, 2021 Download
Third Quarter Commentary September 30, 2021 Download
Prospectus March 22, 2021 Download

Insight

Hedged Equity Q3 2021 Market and Fund Commentary

Hedged Equity Q3 2021 Market and Fund Commentary

Download PDF   The 3rd quarter of 2021 was a literal tale of two cities. The September 2nd’ quarterly peak drove S&P returns up about 5.8% rising on significant reopening optimism. However, concerns about a Chinese growth roll over and credit issues combined with the potential for a more hawkish FED nearly erased all the S&P’s gains.…
Hedged Equity Fund Q2 2021 Market and Fund Commentary

Hedged Equity Fund Q2 2021 Market and Fund Commentary

The US equity markets were up meaningfully during the second quarter of 2021 accompanied by a subsequent drop in volatility as reopening expectations gathered steam. Expectations of reopening fervor began...
Managed Risk Domestic Equity Fund Q1 2021 Commentary

Managed Risk Domestic Equity Fund Q1 2021 Commentary

Download PDF   The U.S. equity markets were strong during the first quarter of 2021 but far from calm as concerns about the Biden administration’s ability to get fiscal stimulus passed and the FED’s ability to execute its run hotter inflation policy gave the markets pause. During the quarter, JDIEX provided a 3.72% return vs…

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Market and Strategy Update