JPMorgan U.S. Sustainable Leaders Fund Class C Shares
JICCX
NASDAQ
Weiss Ratings | JICCX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | JICCX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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Dividend Yield | 0.01% | |||
Dividend | JICCX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.23% | |||
Asset Allocation | JICCX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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Beta | 1.03 | |||
Standard Deviation | 16.42 | |||
Balance Sheet | JICCX-NASDAQ | Click to Compare |
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Total Assets | 271.19M | |||
Operating Ratios | JICCX-NASDAQ | Click to Compare |
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Expense Ratio | 1.14% | |||
Turnover Ratio | -- | |||
Performance | JICCX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.45% | |||
Last Bear Market Total Return | -16.01% | |||