- 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 $8.0M 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.
