C
JPMorgan U.S. Sustainable Leaders Fund Class C Shares JICCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
--
Expense Ratio
Weiss Ratings JICCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C+
Risk Index Fair
Risk Grade C+
Company Info JICCX-NASDAQ Click to
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Provider JPMorgan
Manager/Tenure (Years) Danielle Hines (0), David Small (0)
Website http://https://www.jpmorganfunds.com
Fund Information JICCX-NASDAQ Click to
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Fund Name JPMorgan U.S. Sustainable Leaders Fund Class C Shares
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth
Inception Date Feb 18, 2005
Open/Closed To New Investors Open
Minimum Initial Investment 1,000.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares JICCX-NASDAQ Click to
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Dividend Yield 0.01%
Dividend JICCX-NASDAQ Click to
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Dividend Yield (Forward) 1.23%
Asset Allocation JICCX-NASDAQ Click to
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Cash 1.34%
Stock 98.66%
U.S. Stock 96.75%
Non-U.S. Stock 1.91%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History JICCX-NASDAQ Click to
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7-Day Total Return 0.78%
30-Day Total Return 6.48%
60-Day Total Return 8.47%
90-Day Total Return 20.86%
Year to Date Total Return 6.17%
1-Year Total Return 11.33%
2-Year Total Return 40.99%
3-Year Total Return 60.76%
5-Year Total Return 92.22%
Price JICCX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV JICCX-NASDAQ Click to
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Nav $79.83
1-Month Low NAV $75.68
1-Month High NAV $79.91
52-Week Low NAV $62.99
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $79.91
52-Week High Price (Date) Jul 17, 2025
Beta / Standard Deviation JICCX-NASDAQ Click to
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Beta 1.03
Standard Deviation 16.42
Balance Sheet JICCX-NASDAQ Click to
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Total Assets 271.19M
Operating Ratios JICCX-NASDAQ Click to
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Expense Ratio 1.14%
Turnover Ratio --
Performance JICCX-NASDAQ Click to
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Last Bull Market Total Return 20.45%
Last Bear Market Total Return -16.01%