- What does LVDS invest in?
- This fund typically dedicates at least 80% of its holdings to the shares of sizable, established corporations. While its primary investment method focuses on common stocks, it also retains the flexibility to allocate capital to Real Estate Investment Trusts (REITs).
- What is the expense ratio of LVDS?
- JPMorgan Fundamental Data Science Large Value ETF (LVDS) charges an expense ratio of 0.30%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LVDS?
- JPMorgan Fundamental Data Science Large Value ETF (LVDS) manages $115.2M 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 LVDS actively managed or an index fund?
- LVDS's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was LVDS launched?
- JPMorgan Fundamental Data Science Large Value ETF (LVDS) launched in February 2003 and is managed by J.P. Morgan.
- How has LVDS performed?
- LVDS'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.
