JMIN
JPMorgan U.S. Minimum Volatility ETFJMIN Fund Description
JMIN holds lower-volatility US large-cap stocks from the Russell 1000 Index, weighted to emphasize lower-volatility sectors.
JMIN Factset Analytics Insight
JMIN tracks an index that chooses lower-volatility names from the Russell 1000 Index using a proprietary rules-based optimizer. Using this optimizer, the index allocates between sectors based upon their three-year volatility and correlation of returns, and then allocates between specific securities in those sectors based upon their two-year volatility. Sector weights may vary between a minimum of 5% and a maximum of 20% of the index. This will result in higher allocations within the Underlying Index to those sectors with lower historical volatility or those sectors that are expected to lower portfolio risk. The Fund’s intention is to replicate the constituent securities of the Underlying Index as closely as possible. The index is rebalanced on quarterly basis.
JMIN MSCI ESG Analytics Insight
JPMorgan U.S. Minimum Volatility ETF has an MSCI ESG Fund Rating of A based on a score of 6.81 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 U.S. Minimum Volatility ETF ranks in the 69th percentile within its peer group and in the 85th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
JMIN MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
JMIN Summary Data
JMIN Portfolio Data
JMIN Index Data
JMIN Portfolio Management
JMIN Tax Exposures
JMIN Fund Structure
JMIN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of JMIN. JMIN is rated a 5 out of 5.
JMIN Tradability
JMIN Sector/Industry Breakdown
JMIN
JMIN Top 10 Holdings[View All]
JMIN Countries
JMIN
JMIN Regions
JMIN
JMIN Economic Development
JMIN
JMIN Performance Statistics
JMIN MSCI ESG Ratings
JMIN Benchmark Comparison Summary
JMIN
JMIN Benchmark Comparison Market Cap Size
JMIN
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.