JPMorgan Fundamental Data Science Large Growth ETF

Frequently Asked Questions About LGDS

What does LGDS invest in?

An actively managed exchange-traded fund that seeks to provide long-term capital appreciation. The fund primarily invests in U.S. large-cap growth companies, employing a fundamental, data-science-enabled investment approach that combines research, data insights, and risk management.

What is the expense ratio of LGDS?

JPMorgan Fundamental Data Science Large Growth ETF (LGDS) charges an expense ratio of 0.40%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LGDS?

JPMorgan Fundamental Data Science Large Growth ETF (LGDS) manages $1.07B 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 LGDS actively managed or an index fund?

LGDS is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (LGDS's is 0.40%) in exchange for the discretion to over- or under-weight positions.

When was LGDS launched?

JPMorgan Fundamental Data Science Large Growth ETF (LGDS) launched in February 2003 and is managed by J.P. Morgan.

How has LGDS performed?

LGDS'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.