JPSV
JPMorgan Active Small Cap Value ETF
📎 Investment Objective
The JPMorgan Active Small Cap Value ETF (JPSV) seeks to provide long-term capital appreciation by investing primarily in a portfolio of small-capitalization U.S. companies that the fund's investment manager believes are undervalued.
Overview
ETF tracking JPMorgan Active Small Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The JPMorgan Active Small Cap Value ETF (JPSV) seeks to provide long-term capital appreciation by investing primarily in a portfolio of small-capitalization U.S. companies that the fund's investment manager believes are undervalued.
🎯 Investment Strategy
The fund uses an active management approach, relying on fundamental research and analysis to identify small-cap companies that the portfolio managers believe are trading at a discount to their intrinsic value. The fund aims to outperform the Russell 2000 Value Index over the long term.
✨ Key Features
- Actively managed small-cap value fund focused on identifying undervalued companies
- Diversified portfolio of small-cap stocks across multiple sectors
- Experienced portfolio management team with a disciplined investment process
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Small-cap stocks may be more volatile and less liquid than large-cap stocks
- Active management style means the fund's performance may deviate from the broader small-cap value market
- Potential for higher turnover and trading costs compared to passive index funds
- No performance history available due to the fund's recent launch
👤 Best For
The JPMorgan Active Small Cap Value ETF may be suitable for long-term investors seeking exposure to the small-cap value segment of the U.S. equity market, with the potential for higher returns but also higher volatility compared to large-cap stocks. This fund may be appropriate as a core or satellite holding in a diversified portfolio.