JPMorgan U.S. Sustainable Leaders Fund Class C Shares
JICCX
NASDAQ
| Weiss Ratings | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Danielle Hines (1), David Small (1) | |||
| Website | -- | |||
| Fund Information | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.98% | |||
| Asset Allocation | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.69% | |||
| Stock | 98.31% | |||
| U.S. Stock | 97.16% | |||
| Non-U.S. Stock | 1.15% | |||
| 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 Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.49% | |||
| 30-Day Total Return | 0.43% | |||
| 60-Day Total Return | 2.91% | |||
| 90-Day Total Return | 2.68% | |||
| Year to Date Total Return | 8.55% | |||
| 1-Year Total Return | 14.08% | |||
| 2-Year Total Return | 30.26% | |||
| 3-Year Total Return | 63.04% | |||
| 5-Year Total Return | 56.83% | |||
| Price | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 Compare |
Click to Compare |
Click to Compare |
| Nav | $84.51 | |||
| 1-Month Low NAV | $84.01 | |||
| 1-Month High NAV | $86.19 | |||
| 52-Week Low NAV | $69.60 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $86.19 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 13.58 | |||
| Balance Sheet | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 339.26M | |||
| Operating Ratios | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.14% | |||
| Turnover Ratio | 50.00% | |||
| Performance | JICCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.68% | |||
| Last Bear Market Total Return | -16.01% | |||