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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.47% 0.27% 9.556M 299.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.12% -- 1.204M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide long-term capital growth and current income. It invest at least 80% of its Assets in dividend-paying equity securities and equity-related instruments of companies that the adviser believes are leaders in terms of their ability to, over time, grow their dividends or maintain high dividend payouts.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group Global Equity Income Funds
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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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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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
20.35%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
30.42%
--
--
--
--
--
34.84%
13.47%
28.88%
--
--
--
--
--
--
16.99%
13.92%
--
--
--
--
--
--
--
--
-1.42%
21.03%
3.04%
13.95%
-10.34%
8.26%
11.39%
10.98%
As of December 12, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.50%
Stock 98.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks to provide long-term capital growth and current income. It invest at least 80% of its Assets in dividend-paying equity securities and equity-related instruments of companies that the adviser believes are leaders in terms of their ability to, over time, grow their dividends or maintain high dividend payouts.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group Global Equity Income Funds
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name J.P. Morgan Asset Management
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
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