Description: The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Asset Management Carbon Transition U.S. Equity Index. The fund will invest at least 80% of its assets in securities included in index. The index is designed to capture the performance of companies which have been identified through its rules-based process as better positioned to benefit from a transition to a lower carbon economy while also providing broader U.S. market exposure.
Exchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 98.44 | 0.00 | 98.44 |
| Stock non-US | 1.33 | 0.00 | 1.33 |
| Cash | 0.23 | 0.00 | 0.23 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 24.26 | 22.70 |
| Healthcare | 15.95 | 16.05 |
| Financial Services | 15.19 | 14.11 |
| Consumer Cyclicals | 9.91 | 10.02 |
| Industrials | 7.56 | 10.28 |
| Communication Services | 7.37 | 7.18 |
| Consumer Defensive | 6.22 | 7.40 |
| Energy | 5.08 | 4.39 |
| Real Estate | 3.33 | 2.41 |
| Utilities | 2.72 | 2.75 |
| Basic Materials | 2.40 | 2.71 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 98.67 | 97.55 |
| United Kingdom | 0.76 | 0.88 |
| Europe Developed | 0.53 | 1.13 |
| Asia Emerging | 0.05 | 0.09 |
| Japan | 0.00 | 0.07 |
| Australasia | 0.00 | 0.01 |
| Latin America | 0.00 | 0.07 |
| Asia Developed | 0.00 | 0.17 |
| Africa/Middle East | 0.00 | 0.03 |