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JPMorgan US Sustainable Leaders I (JIISX)

68.73
-2.46
(-3.46%)
At close: 8:01:24 PM EDT
Loading Chart for JIISX
  • Previous Close 71.19
  • YTD Return -5.63%
  • Expense Ratio 0.39%
  • 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 0.79%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.58
  • 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: JIISX

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Trailing returns as of 4/8/2025. Category is Large Blend.

YTD Return

JIISX
5.63%
Category
5.31%
 

1-Year Return

JIISX
6.53%
Category
20.31%
 

3-Year Return

JIISX
8.74%
Category
6.48%
 

5-Year Return

JIISX
17.39%
Category
11.78%
 

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Holdings: JIISX

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Sector Weightings

SectorJIISX
Technology   36.38%
Healthcare   13.50%
Industrials   7.93%
Real Estate   2.47%
Utilities   1.68%
Energy   0.00%

Recent News: JIISX

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Research Reports: JIISX

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