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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.09% -0.11% 47.48M 4406.53
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.81% 35.00% 606219.5 Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg U.S. Corporate Bond Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is market capitalization weighted and is designed to measure the performance of U.S. dollar denominated investment grade corporate debt publicly issued in the U.S. domestic market. The underlying index is a component of the Bloomberg U.S. Credit and Bloomberg U.S. Aggregate indices.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Corporate Bond
Category Index Bloomberg US Corp Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Bloomberg US Corp Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Naveen Kumar 2.49 yrs
Qiwei Zhu 2.49 yrs
Supreet Khandate 0.72 yrs
Sameer Iqbal 0.47 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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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 24, 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
--
--
14.85%
9.88%
-2.23%
-15.73%
8.43%
-3.16%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-3.13%
5.19%
-1.79%
14.68%
10.30%
-1.35%
-15.69%
8.80%
-2.69%
--
-2.55%
14.60%
9.31%
-1.41%
-15.68%
8.58%
-2.90%
--
--
--
--
--
-15.53%
9.60%
-2.72%
5.75%
-2.21%
13.99%
9.44%
-1.34%
-15.30%
8.71%
-2.61%
As of April 24, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.46% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 99.54% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Bloomberg U.S. Corporate Bond Index. The fund will invest at least 80% of its assets in securities included in the underlying index. The underlying index is market capitalization weighted and is designed to measure the performance of U.S. dollar denominated investment grade corporate debt publicly issued in the U.S. domestic market. The underlying index is a component of the Bloomberg U.S. Credit and Bloomberg U.S. Aggregate indices.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Corporate Bond
Category Index Bloomberg US Corp Bond TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
Bloomberg US Corp Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Naveen Kumar 2.49 yrs
Qiwei Zhu 2.49 yrs
Supreet Khandate 0.72 yrs
Sameer Iqbal 0.47 yrs

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