JPMorgan BetaBuilders US Sml Cp Eq ETF (BBSC)
59.21
+0.39
(+0.66%)
USD |
NYSEARCA |
May 01, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.09% | 0.00% | 452.93M | 8178.17 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.71% | 41.00% | -334.79M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar ®US Small Cap Target Market Exposure Extended IndexSM. The fund will invest at least 80% of its assets in securities included in the index and at least 80% of its assets in the securities of small-capitalization companies. The index consists of equity securities primarily traded in the United States and targets those securities that fall between the 95th and 99th percentiles in market capitalization of the free float adjusted investable universe. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | JPMorgan |
| Prospectus Benchmark Index | |
| Morningstar US Sml TME Ext TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alex Hamilton | 3.38 yrs |
| Michael Loeffler | 3.38 yrs |
| Nicholas D'Eramo | 3.38 yrs |
| Oliver Furby | 3.38 yrs |
Performance Versus Category
As of May 01, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 01, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar ®US Small Cap Target Market Exposure Extended IndexSM. The fund will invest at least 80% of its assets in securities included in the index and at least 80% of its assets in the securities of small-capitalization companies. The index consists of equity securities primarily traded in the United States and targets those securities that fall between the 95th and 99th percentiles in market capitalization of the free float adjusted investable universe. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | JPMorgan |
| Prospectus Benchmark Index | |
| Morningstar US Sml TME Ext TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alex Hamilton | 3.38 yrs |
| Michael Loeffler | 3.38 yrs |
| Nicholas D'Eramo | 3.38 yrs |
| Oliver Furby | 3.38 yrs |