JPMorgan Fundamental Data Science Mid Core ETF (MCDS)

Overview

The JPMorgan Fundamental Data Science Mid Core ETF (JPME) seeks to provide investment results that closely correspond to the performance of a mid-cap equity benchmark that is constructed using a fundamental, data science-driven approach. It focuses on US mid-cap stocks.

Reputation and Reliability

JPMorgan is a well-established and reputable financial institution with a long history in asset management.

Management Expertise

JPMorgan has a large and experienced team of investment professionals, including data scientists and fundamental analysts.

Goal

To provide investment results that closely correspond to the performance of a mid-cap equity benchmark constructed using a fundamental, data science-driven approach.

Investment Approach and Strategy

Strategy: The ETF employs a data-driven strategy to identify and invest in companies with strong fundamental characteristics.

Composition The ETF primarily holds stocks of mid-capitalization US companies.

Market Share: Information not readily available for a precise market share in the mid-cap fundamental ETF segment.

Total Net Assets (AUM): 48620000

Key Competitors

• RFDA
• DSI
• OMFL

Competitive Landscape

The competitive landscape includes various mid-cap ETFs, some tracking specific indices, and others using different investment strategies. JPME differentiates itself through its data science-driven fundamental approach. The advantages include the potential for outperformance due to its active stock selection process, while disadvantages include higher expense ratio and potential tracking error.

Historical Performance: Historical performance data needs to be sourced from financial data providers.

Benchmark Comparison: Benchmark comparison requires historical performance data and a defined benchmark.

Expense Ratio: 0.29

Average Trading Volume

The ETF has an average daily trading volume that fluctuates, but it is liquid enough for many investors.

Bid-Ask Spread

The typical bid-ask spread is narrow, ensuring relatively low trading costs.

Market Environment Factors

Economic indicators, sector-specific growth, and overall market sentiment influence the performance of JPME. Factors like interest rates, inflation, and regulatory changes could also affect the mid-cap segment.

Growth Trajectory

The growth trajectory is tied to the success of its data-driven stock selection process and the performance of the mid-cap equity market. Changes in strategy and holdings will be influenced by the data analysis.

Competitive Edge

JPME's competitive edge lies in its blend of fundamental analysis and data science to select mid-cap stocks. This quantitative approach aims to identify companies with strong growth potential that may be overlooked by traditional analysts. The data science component enables the fund to analyze a large amount of data quickly and efficiently. JPMorgan's reputation and resources also contribute to its advantages in the ETF market.

Volatility

Volatility depends on the underlying holdings and market conditions. Data is required to assess JPME's historical volatility.

Market Risk

JPME is subject to market risk, particularly associated with mid-cap equities, including economic downturns, sector-specific challenges, and regulatory changes.

Ideal Investor Profile

The ideal investor is one seeking mid-cap equity exposure with a tilt towards fundamentally strong companies identified through data science. Investors seeking capital appreciation and willing to accept moderate risk are appropriate.

Market Risk

JPME is suitable for long-term investors seeking growth potential through mid-cap equities with the benefit of a data-driven approach to stock selection.

The JPMorgan Fundamental Data Science Mid Core ETF offers a unique investment approach to the mid-cap market, blending fundamental analysis with data science to identify strong companies. While it may offer potential for outperformance, the expense ratio is a key consideration. This ETF is suited for long-term investors willing to accept moderate risk for capital appreciation. The fund's success depends on the efficacy of its data-driven stock selection process and the overall performance of the mid-cap equity market.

Data Sources:

• JPMorgan Asset Management Website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.