LCDSJPMorgan Fundamental Data Science Large Core ETF
Seeks long-term capital appreciation.
By JPMorgan · Launched 2024
Annual Cost
0.30%
#1,431 of 6,040 · low cost
Fund Size
$17M
#4,686 of 6,040 · small
Return (1Y)
+17.4%
Track Record
2 years
#3,652 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,759+17.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Focus
ESG
Index tracked
S&P 500 Index
Holdings
By weightConcentration
Top 10 holdings = 41.1% of fundmoderately concentrated
NVIDIA Corp.
8.2%
Apple, Inc.
6.7%
Microsoft Corp.
5.8%
Alphabet, Inc.
4.7%
Amazon.com, Inc.
4.1%
Meta Platforms, Inc.
2.8%
Broadcom, Inc.
2.4%
Wells Fargo & Co.
2.3%
Exxon Mobil Corp.
2.3%
Mastercard, Inc.
1.7%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Technology
38.9%
Financial Services
12.5%
Healthcare
9.3%
Communication
9.3%
Consumer Cyclical
8.8%
Industrials
8.2%
Consumer Defensive
4.3%
Energy
3.6%
Other
4.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.5%Moderate
Year-on-year price swings
Max drawdown
-18.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities of large, well-established companies with market capitalizations similar to those in the S&P 500 Index. The Fund employs a fundamental data science enabled investment approach to maximize expected future financial performance while controlling for key risks.
- Inception date
- August 7, 2024
- Fund family
- JPMorgan
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save LCDS to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18