JCTRJPMorgan Carbon Transition U.S. Equity ETF
JCTR Fund Description
JCTR tracks a market-cap-weighted index of large-cap US stocks that are selected with a preference toward lower carbon footprint.
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 MSCI ESG Analytics Insight
JPMorgan Carbon Transition U.S. Equity ETF has an MSCI ESG Fund Rating of A based on a score of 5.74 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. JPMorgan Carbon Transition U.S. Equity ETF ranks in the 39th percentile within its peer group and in the 38th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
JCTR Summary Data
JCTR Portfolio Data
JCTR Index Data
JCTR Portfolio Management
JCTR Tax Exposures
JCTR Fund Structure
JCTR Factset Analytics Block Liquidity
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 Economic Development
JCTR Performance Statistics
JCTR MSCI ESG Ratings
JCTR Benchmark Comparison Summary
JCTR Benchmark Comparison Market Cap Size