SCDSJPMorgan Fundamental Data Science Small Core ETF
Seeks long-term capital appreciation.
By JPMorgan · Launched 2024
Annual Cost
0.40%
#2,089 of 6,040 · average
Fund Size
$10M
#4,990 of 6,040 · small
Return (1Y)
+25.6%
Track Record
2 years
#3,652 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,550+25.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 13.2% of funddiversified
JPMorgan Prime Money Market Fund
3.5%
Fabrinet
1.5%
Bloom Energy Corp.
1.3%
Vicor Corp.
1.1%
Modine Manufacturing Co.
1.0%
DigitalOcean Holdings, Inc.
1.0%
Nextpower, Inc.
1.0%
TTM Technologies, Inc.
1.0%
AZZ, Inc.
0.9%
WSFS Financial Corp.
0.9%
Asset allocation
Stocks
95.8%
Cash
4.2%
By sector
Healthcare
19.4%
Financial Services
18.3%
Technology
15.9%
Industrials
12.9%
Consumer Cyclical
10.8%
Real Estate
6.0%
Energy
5.6%
Basic Materials
3.1%
Other
8.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.9%Moderate
Year-on-year price swings
Max drawdown
-26.7%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 small cap companies, targeting those with market capitalizations similar to the Russell 2000® Index. The adviser employs a fundamental data science approach to select securities with attractive valuations and growth and value characteristics.
- Inception date
- August 7, 2024
- Fund family
- JPMorgan
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Data updated on 2026-09-18