JVAL
JPMorgan U.S. Value Factor ETF
📎 Investment Objective
The JPMorgan U.S. Value Factor ETF (JVAL) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the J.P. Morgan U.S. Value Factor Index.
Overview
ETF tracking JPMorgan U.S. Value Factor ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The JPMorgan U.S. Value Factor ETF (JVAL) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the J.P. Morgan U.S. Value Factor Index.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the underlying index. The index is composed of U.S. large- and mid-cap stocks that exhibit value characteristics.
✨ Key Features
- Provides exposure to a portfolio of U.S. stocks selected for their value characteristics
- Passively tracks the J.P. Morgan U.S. Value Factor Index
- Low expense ratio of 0.00%
- Relatively new ETF with limited performance history
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
- Sector concentration risk: The ETF may be more heavily weighted in certain sectors, which could negatively impact performance
- Style risk: The value investing style may underperform other investment styles at times
- Liquidity risk: As a new ETF, it may have lower trading volume and liquidity compared to more established funds
👤 Best For
The JPMorgan U.S. Value Factor ETF may be suitable for investors seeking exposure to a diversified portfolio of U.S. value stocks as part of a broader investment strategy. It may be most appropriate for long-term investors with a higher risk tolerance who are comfortable with the potential volatility associated with a value-focused equity portfolio.