JPMorgan Funds - US Sustainable Equity A (acc) - USD
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
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
05 Jun 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
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Microsoft Corp8.8%
- NVIDIA Corp6.4%
- Apple Inc6.2%
- Amazon.com Inc5.8%
- Mastercard Inc Class A4.4%
- Alphabet Inc Class A3.4%
- AbbVie Inc2.5%
- JPM USD Liquidity LVNAV X (dist.)2.2%
- Trane Technologies PLC Class A2.0%
- UnitedHealth Group Inc2.0%