LVDS
JPMorgan Fundamental Data Science Large Value ETF
📎 Investment Objective
The JPMorgan Fundamental Data Science Large Value ETF (LVDS) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Fundamental Data Science Large Value Index.
Overview
ETF tracking JPMorgan Fundamental Data Science Large Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The JPMorgan Fundamental Data Science Large Value ETF (LVDS) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the JPMorgan Fundamental Data Science Large Value Index.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) strategy designed to track the performance of the underlying index. The index uses a proprietary methodology to select large-capitalization U.S. companies that exhibit attractive fundamental characteristics based on various financial data points.
✨ Key Features
- Tracks the JPMorgan Fundamental Data Science Large Value Index, which focuses on large-cap U.S. value stocks
- Utilizes a data-driven, quantitative approach to stock selection
- Diversified portfolio of large-cap value companies
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Concentration risk: The ETF may be more susceptible to losses because of the concentrated exposure to the large-cap value segment
- Index tracking risk: The ETF may not perfectly track the performance of the underlying index
- Liquidity risk: The ETF may experience lower trading volumes or be less liquid than other ETFs
👤 Best For
The JPMorgan Fundamental Data Science Large Value ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks through a data-driven, index-based approach. This ETF may be appropriate for investors with a moderate risk tolerance who are looking to diversify their portfolio and potentially benefit from the performance of the large-cap value segment of the market.