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JIREJPMorgan International Research Enhanced Equity ETF

Grow my money33y track recordRanked #126 of 2,993 in this goal

Seeks long-term capital appreciation.

By JPMorgan · Launched 1992

Annual Cost

0.24%

#1,058 of 5,853 · low cost

Fund Size

$11.1B

#256 of 5,853 · large

Return (1Y)Goal

+23.0%

Track Record

33 years

#8 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,431+24.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Value

Index tracked

MSCI Europe, Australasia, Far East (EAFE) Index 1 (net total return)

What it actually holds

By weight

Concentration

Top 10 holdings = 18.0% of fundwell diversified

ASML Holding NV
3.2%
JPMorgan Securities Lending Money Market Fund
2.8%
AstraZeneca plc
2.1%
Siemens AG
1.7%
Shell plc
1.6%
Allianz SE
1.4%
HSBC Holdings plc
1.4%
Nestle SA
1.4%
Roche Holding AG
1.3%
Banco Santander SA
1.2%

Asset allocation

Stocks
99.1%
Cash
0.6%
Other
0.3%

By sector

Financial Services
25.8%
Industrials
18.2%
Technology
14.3%
Healthcare
9.9%
Consumer Cyclical
8.1%
Consumer Defensive
6.6%
Basic Materials
5.1%
Utilities
4.3%
Other
7.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.2%Moderate

Year-on-year price swings

Max drawdown
-16.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in equity securities of foreign companies located in developed markets, seeking to outperform the MSCI EAFE Index while maintaining similar risk characteristics. The Fund may overweight undervalued securities and uses fundamental research for portfolio construction.
Inception date
October 28, 1992
Fund family
JPMorgan

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Data updated on 2026-08-02