JPUS -Should JPUS be on your investment radar?

  JPUS-Should JPUS be on your investment radar? JPUS; aims to match the performance of the Russell 1000 Diversified Factor Index before wages and expenses.   In this article, Should JPMorgan Diversified Return US Equity ETF (JPUS) Be on Your Investment Radar? We will look for an answer to the question. Those looking for broad exposure to the Great Capital Mix segment of the US stock market should definitely consider JPUS, a passively managed exchange traded fund that was launched 6 years ago. J.P. The Morgan-backed fund has become one of the average sized ETFs trying to match the Great Capital Mix segment of the US stock market. Why Large Cap Blend? While companies in the large capital category tend to have a market value of over $ 10 billion; It has less risk and more precise cash flows than medium-small companies. This makes them generally a stable option. -Costs Another issue that investors should pay attention to is the ETF's expense ratio. Low cost products will give better results than higher cost ones assuming all other measurements remain the same. This ETF's annual operating expenses are 0.18 %, making it one of the cheaper products in the field. The following 12-month dividend yield is 1.67 %. -Sector Outlook and Best Holdings It is important to research an ETF's assets before investing according to its risks and advantages. Most of these are very transparent products that reveal their existence on a daily basis. This ETF; It has gained weight in three main subjects: Health Services, Consumer Preference and Information Technology. Looking at the individual holdings; Williams-Sonoma Inc (WSM) accounts for about 0.54 % of total assets. It is followed by Dick's Sporting Goods (DKS) and Morgan Stanley Common (MS).

JPUS; aims to match the performance of the Russell 1000 Diversified Factor Index before wages and expenses.

-Performance and Risk JPUS; aims to match the performance of the Russell 1000 Diversified Factor Index before wages and expenses. The Russell 1000 Diversified Factor Index consists of US stocks selected to represent a range of factor characteristics. ETF return has increased by about 49.80 % over the past year and has traded between $ 63.10 and $ 95.77 over the past 52 weeks. The ETF's beta 1 and its standard deviation of 22.71 % for the following three years make it a moderate risk choice in this area. -Alternatives JPUS carries a Zacks ETF Rank 3 (Hold) based on expected asset class return, expense ratio and momentum, among other factors. Therefore JPUS; It is a reasonable option for those looking to enter the field of Large Capital Mix. -Conclusion Passively managed ETFs that offer low cost, transparency, flexibility, tax efficiency; It is becoming increasingly popular among investors. These ETFs are also great tools for long-term investors.  

Kaynak: finance.yahoo.com

 

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