Mutual Funds - Profile

JPMorgan U.S. Sustainable Leaders Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies in the United States.

The investment process uses a proprietary scoring methodology to identify companies that are sustainable leaders. The team believes sustainable leaders are companies with attractive environmental, social and governance characteristics and qualitative and subjective factors.

The research team also evaluates a company on the basis of value, momentum and quality characteristics.

In the environment criteria, the team considers companies that actively strive to reduce the negative impact of their business operations on the environment. In More

Price

  • Last Close
  • $62.5
    -0.48
  • 52 Week HL
  • $64.53 - $48.69
  • Net Assets
  • $115.71 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 29, 2021

Company Holding
Microsoft Corp. 8.4
Walt Disney 4.1
Mastercard, Inc., 3.6
Citigroup, Inc. 3.1
Texas Instruments, 2.9
Company Holding
Bank Of 2.8
Lam Research 2.8
Intuit, Inc. 2.7
Deere & Co. 2.5
Home Depot, 2.5
Total 35.4%

Documents

  • Prospectus
  • Annual Reports

Performance
-2.4 % YTD

  • 3 Year
  • 44.95%
  • 5 Year
  • 100.14%
  • Best
  • 35.47%
    2013
  • Worst
  • -41.97%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
JIISX -1%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -2%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.4% 8.8% -17.7% 12.8% -0.7% 5.9% 0.3% 0.4% 1.2% 11.2% -
Q2 - 7.4% 20.5% 2.7% 4% 3.6% 0.2% 1.1% 5.7% 3.9% -
Q3 - 6.6% 8.5% 0.4% 9.1% 5.3% 4.4% -7.8% 1% 5.8% -
Q4 - 3.4% 9.2% 1.9% -14.3% 4.6% 4.7% 7.4% 4.9% 10.6% -

Returns +
M

J F M A M J J A S O N D
2022 -2.4% - - - - - - - - - - -
2021 -0.7% 4.2% 5.1% 3.9% 0.9% 2.6% 2.8% 3.1% 0.5% 1.9% -0.9% 0.4%

Annual
Return

Index Comparison

Alpha

NAV