JPUS : JPMorgan Diversified Return U.S. Equity ETF

JPUS is a US Stocks Market Large Blend with LOW fees.

JPUS

JPMorgan Diversified Return U.S. Equity ETF

FI Score

58 /100

Diversification Rating

0 /10

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

58% FI Score
  • jpus
  • ETF
  • US Stocks
  • Large Blend

JPMorgan Diversified Return U.S. Equity ETF

Expenses: 0.18% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Equity Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics: value, momentum, and quality. The fund's securities are large- and mid-cap equity securities of U.S. companies, including common stock, preferred stock and real estate investment trusts.

Largest Holdings

Amount Holding
0.60% T-Mobile US, Inc
0.57% Lululemon Athletica Inc
0.57% Royal Gold, Inc
0.56% The Scotts Miracle-Gro Company
0.54% Newmont Corporation
0.53% The Clorox Company
0.53% Dollar General Corporation
0.53% General Mills, Inc
0.51% Citrix Systems, Inc
0.50% Tractor Supply Company

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo