JICAX : JPMorgan Intrepid Sustainable Equity Fund Class A Shares

JICAX is a US Stocks Market Large Blend with MODERATE fees.

JICAX

JPMorgan Intrepid Sustainable Equity Fund Class A Shares

FI Score

34 /100

Expense Ratio Rating

5 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

34% FI Score
  • jicax
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan Intrepid Sustainable Equity Fund Class A Shares

Expenses: 0.83% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. The fund primarily invests in large-cap and mid-cap common stocks, and under normal circumstances, it invests at least 80% of its net assets in the equity securities of companies meeting the fund's sustainability criteria. The fund's sustainability criteria are based on a proprietary ESG scoring methodology which includes qualitative factors and the adviser's subjective judgment.

Largest Holdings

Amount Holding
8.11% Microsoft Corp
3.91% The Home Depot Inc
3.76% Procter & Gamble Co
3.36% Verizon Communications Inc
3.32% The Walt Disney Co
3.29% Cisco Systems Inc
3.13% Mastercard Inc A
2.67% Bank of America Corp
2.58% Amgen Inc
2.57% Target Corp
2.40% Merck & Co Inc
2.37% Texas Instruments Inc
2.35% Bristol-Myers Squibb Company
2.29% Cigna Corp
2.26% General Mills Inc
2.08% Citigroup Inc
2.01% American Tower Corp
2.00% Electronic Arts Inc
1.74% Intuit Inc
1.73% Salesforce.com Inc
1.72% Lam Research Corp
1.70% Applied Materials Inc
1.69% Equinix Inc
1.59% Gilead Sciences Inc
1.53% S&P Global Inc

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