Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.24% 0.23% 6.380B 284442.5
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.49% 16.00% 80.83M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Blend
Category Index MSCI ACWI Ex USA NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Foreign Stock
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
MSCI EAFE NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Nicholas Farserotu 1.89 yrs
Piera Grassi 1.89 yrs
Winnie Cheung 1.89 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
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--
--
--
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As of May 17, 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
--
--
--
--
--
--
19.98%
9.96%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
7.88%
26.42%
-14.75%
22.62%
9.74%
11.67%
-15.36%
17.94%
7.30%
27.39%
-14.19%
21.83%
11.12%
8.28%
-15.59%
15.86%
8.11%
27.22%
-13.94%
21.03%
10.29%
7.68%
-16.04%
15.67%
7.97%
26.87%
-13.82%
21.90%
9.81%
8.82%
-15.37%
15.72%
8.40%
As of May 17, 2024.

Asset Allocation

As of May 16, 2024.
Type % Net % Long % Short
Cash 1.46% Upgrade Upgrade
Stock 97.53% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 1.01% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, including sector and geographic risks. In implementing its strategy, the fund primarily invests in securities included within the universe of the index. In addition, it may also invest in securities not included within the index. The fund only invests in the securities of companies located in developed markets.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Blend
Category Index MSCI ACWI Ex USA NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Foreign Stock
Fund Owner Firm Name JPMorgan
Prospectus Benchmark Index
MSCI EAFE NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Nicholas Farserotu 1.89 yrs
Piera Grassi 1.89 yrs
Winnie Cheung 1.89 yrs

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