JPMorgan Funds - US Sustainable Equity A (acc) - USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
Description
- To provide long-term capital growth by investing primarily in US companies with positive E/S characteristics or US companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (Sustainable Characteristics).
Investment horizon
- JPMorgan Funds - US Sustainable Equity A (acc) - USD is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
10 Sept 2025
- Start date28 Jul 2021
- ISINLU2363199030
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp9.5%
- NVIDIA Corp8.9%
- Amazon.com Inc6.6%
- Apple Inc6.0%
- Mastercard Inc Class A3.6%
- Alphabet Inc Class A3.4%
- JPM USD Liquidity LVNAV X (dist.)3.0%
- AbbVie Inc2.2%
- Broadcom Inc1.9%
- Trane Technologies PLC Class A1.6%