Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.47% 0.15% 3.001B 257741.1
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.29% 28.00% -- Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund invests primarily in equity securities of companies in global developed markets. The fund also may invest in global emerging markets. Global developed markets include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong; global emerging markets include most of the other countries in the world.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Global Large-Stock Blend
Category Index --
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Growth
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
MSCI World NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Christian Pecher 0.63 yrs
Helge Skibeli 0.63 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
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Total Return (NAV)
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--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
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As of May 14, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
11.45%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
6.47%
22.96%
-8.56%
28.14%
15.78%
22.28%
-17.96%
23.97%
9.11%
--
--
--
--
23.85%
-17.84%
24.25%
9.59%
23.57%
-6.22%
30.00%
18.61%
26.03%
-16.32%
27.73%
13.90%
As of May 14, 2024.

Asset Allocation

As of May 13, 2024.
Type % Net % Long % Short
Cash 1.13% Upgrade Upgrade
Stock 98.87% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term capital appreciation. The fund invests primarily in equity securities of companies in global developed markets. The fund also may invest in global emerging markets. Global developed markets include Australia, Canada, Israel, Japan, New Zealand, Singapore, the United Kingdom, the United States, most of the countries of Western Europe and Hong Kong; global emerging markets include most of the other countries in the world.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Global Large-Stock Blend
Category Index --
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Growth
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
MSCI World NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Christian Pecher 0.63 yrs
Helge Skibeli 0.63 yrs

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