JPMorgan Fundamental Data Science Large Core ETF

Frequently Asked Questions About LCDS

What does LCDS invest in?

Under typical market conditions, this fund primarily allocates a minimum of 80% of its assets to the common stocks of large, well-established corporations. A significant portion of its holdings will be in the technology sector or comprise companies that are heavily dependent on technological innovation. The investment adviser utilizes a sophisticated, data science-driven approach that integrates traditional fundamental research with advanced data analytics and robust risk management. This fund maintains a concentrated, non-diversified portfolio.

What is the expense ratio of LCDS?

JPMorgan Fundamental Data Science Large Core ETF (LCDS) charges an expense ratio of 0.30%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LCDS?

JPMorgan Fundamental Data Science Large Core ETF (LCDS) manages $16.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is LCDS actively managed or an index fund?

LCDS's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was LCDS launched?

JPMorgan Fundamental Data Science Large Core ETF (LCDS) launched in August 2024 and is managed by J.P. Morgan.

How has LCDS performed?

LCDS's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.