JIDA

JPMorgan ActiveBuilders International Equity ETF
*Unless otherwise stated, data provided by FactSet.

JIDA Fund Description

JIDA actively selects global equities of any market cap outside the US using a top-down and bottom-up approach in seeking to provide long-term capital appreciation.

JIDA Factset Analytics Insight

JIDA is an actively managed fund that will invest in global equity and equity-related instruments of various market capitalizations outside the US - with notable significant exposure in Western Europe and Japan. In managing the fund, the adviser makes use of a top-down and bottom-up approach as well as a continuous three-step process in making asset allocation and portfolio construction decisions based on risk/return analysis and relative value considerations. The fund seeks to outperform the MSCI EAFE Index over time while maintaining similar risk characteristics, and will overweight or underweight sectors relative to the benchmark. JIDA launched alongside JUSA and joined JEMA to round out JP Morgan’s ActiveBuilders ETF core equity suite.

JIDA MSCI ESG Analytics Insight

JPMorgan ActiveBuilders International Equity ETF has an MSCI ESG Fund Rating of undefined based on a score of 8.42 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 ActiveBuilders International Equity ETF ranks in the 91st percentile within its peer group and in the 78th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 12/07/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
JIDA -4.27% -4.75% -- -- -- -- --
JIDA (NAV) -2.22% -- -- -- -- -- --
No Underlying Index -- -- -- -- -- -- --
MSCI ACWI ex USA IMI Index -TR net -3.00% -4.38% 7.19% 10.27% 12.17% 9.66% 7.15%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

JIDA Summary Data

JPMorgan
07/07/21
Open-Ended Fund
0.25%
$28.66M
$20.11K
0.17%

JIDA Portfolio Data

--
--
--
--
12/21/21
340

JIDA Index Data

No Underlying Index
Proprietary
Proprietary
MSCI ACWI ex USA IMI Index -TR net

JIDA Portfolio Management

0.25%
--
--
--

JIDA Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

JIDA Fund Structure

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

JIDA Factset Analytics Block Liquidity

As of 12/08/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of JIDA. JIDA is rated a N/A out of 5.

JIDA Tradability

434
$20.11K
212
$9.76K
0.17%
$0.08
0.22%
0.46% / -0.05%
None
--
100,000
0.00
2.06%
--
0
$48.81
N/A

JIDA Top 10 Holdings[View All]

2.87%
2.72%
2.69%
2.13%
2.00%
1.72%
1.54%
1.37%
1.32%
1.31%
19.66%

JIDA Countries


JIDA
Segment Benchmark
--
0.36%
--
0.42%
--
15.19%
--
0.17%
--
0.02%
--
0.77%
--
0.88%
--
0.54%
--
1.48%
--
6.45%

JIDA Regions


JIDA
Segment Benchmark
--
2.26%
--
7.53%
--
42.08%
--
2.92%
--
45.22%

JIDA Economic Development


JIDA
Segment Benchmark
--
12.57%
--
87.43%

JIDA Performance Statistics

--
--
--
--
0.00%
MSCI ACWI ex USA IMI Index -TR net

JIDA MSCI ESG Ratings

--
8.42 / 10
77.54
90.80
9.88%
--
133.19

JIDA Benchmark Comparison Holdings

340
--
--
--

JIDA Benchmark Comparison Summary


JIDA
Segment Benchmark
340
--
--
--
--
--
--
--
--
--
--
--

JIDA Benchmark Comparison Market Cap Size


JIDA
Segment Benchmark
--
--
--
--
--
--
--
--