Key stats
About JPMorgan Fundamental Data Science Small Core ETF
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Inception date
Aug 7, 2024
Structure
Open-Ended Fund
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
SCDS is actively managed to invest in US small-cap companies, with similar sizes to the components of its benchmark, while aiming to have both growth and value characteristics. The adviser utilizes a fundamental data science enabled investment approach, which combines research, and risk management. The fundamental analysis combines a wide range of resources, including in-house proprietary fundamental research, company financial statements, and a variety of other data sources the adviser deems relevant to the analysis. Furthermore, the fund managers use their forecasts to identify securities priced favorably relative to their level of risk. The portfolio is then constructed to select companies that may maximize expected future financial performance while controlling for key risks. The portfolio tilts towards financials, industrials and healthcare sectors. ESG factors are also considered. Derivatives, primarily futures contracts, may be used to target more equity exposure.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.