JPMorgan Fundamental Data Science Mid Core ETF

Frequently Asked Questions About MCDS

What does MCDS invest in?

This fund, under typical market conditions, commits at least 80% of its total investments to stocks issued by companies with a medium market capitalization. A substantial portion of these equity holdings are commonly found within the financial, industrial, and consumer discretionary sectors. The investment adviser employs a sophisticated methodology, fusing fundamental analysis with data science, which encompasses thorough research, data-driven insights, and meticulous risk management.

What is the expense ratio of MCDS?

JPMorgan Fundamental Data Science Mid Core ETF (MCDS) charges an expense ratio of 0.35%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MCDS?

JPMorgan Fundamental Data Science Mid Core ETF (MCDS) manages $9.5M 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 MCDS actively managed or an index fund?

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

When was MCDS launched?

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

How has MCDS performed?

MCDS'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.