JP Morgan Asset Management begun trading the JPMorgan Diversified Return US Equity ETF (NYSEArca: JPUS) on Wednesday, September 30, 2015.

 

FUND INFORMATION:

Symbol: JPUS	Exchange: NYSE Arca
Name: JPMorgan Diversified Return US Equity ETF	Net Expense Ratio: 0.29%

 

FUND OBJECTIVE:
The JPMorgan Diversified Return US Equity ETF seeks investment results that closely correspond, before fees and expenses, to the performance of the Russell 1000 Diversified Factor Index.

 

REFERENCE INDEX:
The Russell 1000 Diversified Factor Index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics, originally developed by the adviser. Frank Russell Company is the Index Provider. Holdings in the Underlying Index are selected by the Index Provider primarily from the constituents of the Russell 1000 Index, a larger Russell index, which is comprised of large- and mid-cap equity securities in the United States.
The rules based proprietary multi-factor selection process utilizes the following characteristics: relative valuation, price momentum, and quality.
The equity securities in the Underlying Index will be diversified across industries. These securities will be large- and mid-cap equity securities of U.S. companies, including common stock, preferred stock and real estate investment trusts (REITs).

 

Top 10 Holdings (09/30/2015):

Symbol	Name	Weight
XEL	XCEL ENERGY	0.67%
TE	TECO ENERGY INC	0.63%
SIAL	SIGMA-ALDRICH	0.61%
CMS	CMS ENERGY CORP	0.60%
ED	CONSOLIDATEDCEDISON INC	0.59%
BCR	CR BARD INC	0.58%
DTE	DTE ENERGY COMPANY	0.58%
SCG	SCANA CORP	0.58%
DVA	DAVITA HEALTHCARE PARTNER	0.57%
HSIC	HENRY SCHEIN INC	0.57%

 

Useful Links:
JPUS Home Page

 

 

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