JPMorgan Social Advancement ETF (DELISTED) (UPWD:DL)
57.01
0.00 (0.00%)
USD |
NASDAQ |
Jan 04, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.49% | 0.01% | 12.83M | -- |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 27.00% | -11.74 | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to achieve long-term capital appreciation by investing in companies that the adviser believes are facilitating social and economic advancement. The fund invests primarily in common stocks, depositary receipts and real estate investment trusts (REITs). The fund is not managed to an index and may invest in equity securities in both U.S. and foreign markets, including emerging markets. The fund may invest a significant portion of its assets in small capitalization companies and have significant positions in specific sectors or markets from time to time. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Large-Stock Blend |
| Category Index | MSCI ACWI NR USD |
| 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 | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Bilquis Ahmed | 1.32 yrs |
| Jennifer Rabowsky | 1.32 yrs |
| Rajesh Tanna | 1.32 yrs |
Performance Versus Category
Annual Total Returns Versus Peers
As of January 04, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to achieve long-term capital appreciation by investing in companies that the adviser believes are facilitating social and economic advancement. The fund invests primarily in common stocks, depositary receipts and real estate investment trusts (REITs). The fund is not managed to an index and may invest in equity securities in both U.S. and foreign markets, including emerging markets. The fund may invest a significant portion of its assets in small capitalization companies and have significant positions in specific sectors or markets from time to time. It is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | -- |
| Broad Asset Class | International Equity |
| Broad Category | Equity |
| Category Name | Global Large-Stock Blend |
| Category Index | MSCI ACWI NR USD |
| 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 | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSACXUSNTR | 100.0% |
| Manager Tenure | |
| Bilquis Ahmed | 1.32 yrs |
| Jennifer Rabowsky | 1.32 yrs |
| Rajesh Tanna | 1.32 yrs |