JPMORGAN BETABUILDERS U.S. EQUITY ETFJPMORGAN BETABUILDERS U.S. EQUITY ETFJPMORGAN BETABUILDERS U.S. EQUITY ETF

JPMORGAN BETABUILDERS U.S. EQUITY ETF

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Key stats

Assets under management (AUM)
‪57.25 B‬MXN
Fund flows (1Y)
‪20.81 B‬MXN
Dividend yield (indicated)
1.27%
Discount/Premium to NAV
0.03%

About JPMORGAN BETABUILDERS U.S. EQUITY ETF

Issuer
JPMorgan Chase & Co.
Brand
JPMorgan
Expense ratio
0.02%
Inception date
Mar 12, 2019
Index tracked
Morningstar US Target Market Exposure Index
Management style
Passive
BBUS targets the top 85% of stocks by market cap on the US equity market across various sectors. The fund includes large- and midcap. The equity securities can include common stock, preferred stock, and REITs. As a part of the BetaBuilders suite, BBUS provides cheap, plain-vanilla exposure to US equities excluding small cap firms and can be used as a core holding or as a compliment to BBMC or BBIN. The fund may invest up to 20% in futures to more closely track the index. The index is rebalanced quarterly.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Vanilla
Weighting scheme
Market cap
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Stock breakdown by region
100%