JPMorgan Carbon Transition U.S. Equity ETF
Shareclass
JPMorgan Carbon Transition US Eq ETF (JCTR)
Type
Exchange-traded fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 736 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
JPMorgan Carbon Transition U.S. Equity ETF JCTR
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.08% of assets$4,472 invested
- 2. Boston Scientific Corp0.6% of assets$33,638 invested
- 3. The Interpublic Group of Companies Inc0.03% of assets$1,909 invested
- 4. Mastercard Inc Class A1.39% of assets$78,373 invested
- 5. Citigroup Inc0.51% of assets$28,720 invested
- 6. Bank of America Corp0.32% of assets$17,986 invested
- 7. Etsy Inc0.02% of assets$1,304 invested
- 8. General Mills Inc0.12% of assets$7,036 invested
- 9. JM Smucker Co0.09% of assets$5,232 invested
- 10. Xylem Inc0.11% of assets$6,390 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lennar Corp Class A0.11% of assets$5,974 invested
- 2. Palantir Technologies Inc Ordinary Shares - Class A0.94% of assets$53,061 invested
- 3. PACCAR Inc0.18% of assets$10,374 invested
- 4. Weatherford International PLC Ordinary Shares - New0.02% of assets$1,408 invested
- 5. Blackstone Inc0.37% of assets$20,942 invested
- 6. Stag Industrial Inc0.02% of assets$1,123 invested
- 7. Super Micro Computer Inc0.06% of assets$3,505 invested
- 8. Blue Owl Capital Inc Ordinary Shares - Class A0.04% of assets$2,149 invested
- 9. Berkshire Hathaway Inc Class B0.95% of assets$53,858 invested
- 10. Spectrum Brands Holdings Inc0.01% of assets$568 invested
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Financial performance
Performance data provided by
Find more financial data on JCTR at Morningstar.com
Find more financial data on JCTR at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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