Key stats
About JPMorgan Diversified Return U.S. Equity ETF
Expense ratio
0.18%
Home page
Inception date
Sep 29, 2015
JPUS applies multifactor selection and risk-weighting to US large-caps. The fund uses its value, momentum, and quality screens on the Russell 1000 universe, giving each factor equal influence. The factors are applied on a sector-by-sector basis, which allows leaders in each segment to be selected and laggards to be weeded out. The fund weights each sector for equal risk contribution, and weights stocks equally within each sector. This weighting scheme pushes defensive sectors like consumer goods, utilities, and materials to the fore. The fund and index are rebalanced quarterly.
Classification
What's in the fund
Exposure type
Finance
Consumer Non-Durables
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.