What is JCTR?

JCTR tracks a market-cap-weighted index of large-cap US stocks that are selected with a preference toward lower carbon footprint.

PERFORMANCE [as of 11/29/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
JCTR 1.24% -1.71% -16.35% -14.35% -- -- --
JCTR (NAV) 1.23% -1.58% -16.37% -14.36% -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

JCTR Factset Analytics Insight

JCTR targets large-cap companies in the US that are poised to adapt to a lower carbon economy over time, while maintaining a market-like portfolio. The fund draws its selection universe from the broad Russell 1000 Index, which represents the largest 1,000 companies in the US. An exclusionary screen is then applied to remove companies engaged in controversial weapons activity, as defined by the United Nations Convention on Certain Controversial Weapons. Remaining stocks are ranked using a carbon transition score, which reflects a company's efficiency in managing carbon emissions, resources (such as electricity, water and waste) and carbon-related risks. Stocks are weighted by market capitalization, subject to trading and liquidity constraints.

JCTR Summary Data

12/09/20
0.15%
$21.42M
JPMorgan Asset Management Carbon Transition U.S. Equity Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
+$0.00B 90 Days

JCTR Portfolio Data

$454.62B
19.84
4.02
1.48%
12/20/22
350

JCTR Index Data

JPMorgan Asset Management Carbon Transition U.S. Equity Index
Market Cap
Principles-based
N/A

JCTR Portfolio Management

0.15%
--
--
--

JCTR Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

JCTR Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily

Factset Analytics Block Liquidity

As of 11/30/22

This measurement shows how easy it is to trade a $1 million USD block of JCTR. JCTR is rated a 4 out of 5.

JCTR Tradability

124
$5.30K
10
0
0.12%
$0.06
-0.01%
0.24% / -1.21%
None
100.00%
50,000
0.00
0.04%
0.00%
0
$53.41
4

JCTR Sector/Industry Breakdown

JCTR Segment
Benchmark
16.98% --
14.29% --
12.61% --
10.79% --
7.32% --
6.03% --
5.40% --
4.68% --
4.34% --
3.40% --

JCTR Performance Statistics

--
--
--
--
--
N/A

JCTR Countries

JCTR Segment
Benchmark
99.84% --

JCTR Regions

JCTR Segment
Benchmark
99.84% --

JCTR Economic Development

JCTR Segment
Benchmark
99.84% --
0.00% --

JCTR Benchmark Comparison Holdings

350
--
--
--

JCTR Benchmark Comparison Summary

JCTR Segment
Benchmark
350 --
$454.62B --
19.84 --
4.02 --
1.50% --
Low --

JCTR Benchmark Comparison Market Cap Size

JCTR Segment
Benchmark
96.61% --
3.14% --
0.02% --
0.00% --