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JPMorgan US Sustainable Leaders R6 (JIIGX)
68.53
-1.72
(-2.45%)
As of 8:06:24 AM EDT. Market Open.
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- Previous Close
70.25 - YTD Return -5.62%
- Expense Ratio 0.34%
- Category Large Blend
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 222.75M
- Beta (5Y Monthly) 1.01
- Yield 0.84%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.62
- Inception Date Feb 18, 2005
The fund primarily invests in large-cap and mid-cap common stocks, and under normal circumstances, it invests at least 80% of its assets in the equity securities of U.S. companies meeting the adviser’s sustainability criteria. The fund may use futures contracts to gain or reduce exposure to its index, maintain liquidity and minimize transaction costs.
JPMorgan
Fund Family
Large Blend
Fund Category
222.75M
Net Assets
2005-02-18
Inception Date
Performance Overview: JIIGX
View MoreTrailing returns as of 4/16/2025. Category is Large Blend.
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Holdings: JIIGX
View MoreSector Weightings
SectorJIIGX
Technology 36.38%
Financial Services 14.60%
Healthcare 13.50%
Consumer Cyclical 12.18%
Industrials 7.93%
Communication Services 7.83%
Real Estate 2.47%
Consumer Defensive 1.90%
Utilities 1.68%
Basic Materials 1.52%
Energy 0.00%
Recent News: JIIGX
View MoreResearch Reports: JIIGX
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