JDOCJpmorgan Healthcare Leaders ETF

Grow my money2y track recordRanked #2,614 of 2,960 in this goal

Seeks to provide long-term capital appreciation.

By JPMorgan · Launched 2023

Annual Cost

0.65%

#3,297 of 5,562 · average

Fund Size

$8M

#4,827 of 5,562 · small

Return (1Y)Goal

+14.2%

Track Record

2 years

#3,273 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,402+14.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Sector

Health care

What it actually holds

By weight

Concentration

Top 10 holdings = 46.2% of fundmoderately concentrated

Johnson & Johnson

7.4%

Eli Lilly & Co.

7.2%

AbbVie, Inc.

5.4%

Merck & Co., Inc.

5.1%

AstraZeneca plc

4.8%

Novo Nordisk A/S

3.6%

UnitedHealth Group, Inc.

3.5%

Danaher Corp.

3.2%

Medtronic plc

3.1%

Roche Holding AG

2.9%

Asset allocation

Stocks

98.8%

Cash

1.2%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.2%Moderate

Year-on-year price swings

Max drawdown

-20.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to provide long-term capital appreciation.
Strategy: Invests primarily in equity securities of healthcare companies that are leaders, focusing on those with underappreciated growth potential. The Fund targets mid- and large-cap companies globally, with a majority in the U.S. It may use derivatives for risk management and has a fundamental policy to concentrate investments in healthcare industries, investing at least 25% of total assets in this sector.
Inception date: November 1, 2023
Fund family: JPMorgan