Skip to main content
logo

Education Trust Alaska John Hancock Freedom 529 Plan - Equity Portfolio Fund (JHEPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
28.46
+0.08 (0.28%)
At close: Aug 27, 2026
Fund Assetsn/a
Expense Ration/a
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close28.38
YTD Return13.11%
1-Year Return20.41%
5-Year Returnn/a
52-Week Low23.46
52-Week High28.58
Beta (5Y)0.91
Holdingsn/a
Inception Daten/a

About JHEPX

John Hancock Freedom 529 Equity Portfolio F is an investment option within the John Hancock Freedom 529 education savings plan. As a portfolio designed specifically for education savings, its primary function is to help families accumulate funds for future higher education expenses through tax-advantaged investing. The portfolio allocates assets across a selection of underlying mutual funds, focusing on equity markets to seek long-term capital growth potential. Notably, the broader 529 plan utilizes a multi-managed approach, drawing on investment expertise from over 20 asset managers to provide diversification across sectors, styles, and geographic regions. The Equity Portfolio F option stands out for its commitment to maintaining a high equity allocation, making it particularly relevant for investors with longer investment horizons who seek higher growth opportunities. The underlying fund selection and periodic rebalancing are overseen by John Hancock Investment Management in partnership with T. Rowe Price, ensuring professional asset allocation and risk management. This portfolio plays a crucial role in the education savings landscape, offering a dedicated equity-focused solution for families aiming to maximize their college savings potential over time. It is important to note that this is not a bank or state-guaranteed product, is not FDIC insured, and carries investment risks, including the potential to lose value.

Stock Exchange NASDAQ
Ticker Symbol JHEPX

Performance

JHEPX had a total return of 20.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.58%.