Is JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) Right for You?
Yahoo Finance ·
Investors seeking broad exposure to the U.S. mid-cap blend sector might consider the JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME), a passively managed fund launched on May 11, 2016, and sponsored by J.P. Morgan. The ETF has accumulated assets exceeding $475.97 million and maintains an annual operating expense ratio of 0.24%. It features a 12-month trailing dividend yield of 1.71%. Healthcare is the heaviest weighted sector at approximately 13.2%, followed by industrials and consumer staples. United Airlines Holdings, Illumina, and Corteva are among its holdings, with the top 10 assets comprising about 4.42% of the total portfolio. Tracking the Russell Midcap Diversified Factor Index, JPME has advanced roughly 18.6% year-to-date and about 19.96% over the past year. Its 52-week trading range spans from $104.47 to $129.19, backed by a beta of 0.88 and a three-year standard deviation of 13.92%. Holding 355 stocks, the fund currently holds a Zacks ETF Rank of 3, or Hold.
AI 시장 분석
JP Morgan's US mid-cap diversified ETF, JPME, has recorded assets under management of $475.97 million, providing exposure to the mid-cap blend market. The fund invests across healthcare, industrials, consumer staples, and more with an annual management fee of 0.24%. It has attracted investor attention by showing stable performance with a year-to-date gain of approximately 18.6%.
상승 영향
- US Mid-Cap — The JPME ETF is recording stable performance, such as rising 18.6% year-to-date by diversifying its portfolio centered on healthcare and industrials.
DYAX 전담 분석
The JPME ETF constructs its portfolio with over 355 stocks to minimize individual stock risk and utilizes a multi-factor strategy. It pursues a balance between stability and growth, recording an annual management fee of 0.24% and a beta of 0.88.
Going forward, its price trend is expected to be determined by the performance of the US mid-cap market and the interest rate environment, and securing additional momentum to overcome the higher expense ratio compared to competing products is a key point to watch.
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DYAX Investor Sentiment
Bullish (Long) 31% · Bearish (Short) 69%
328 participants
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