JPMorgan U.S. Sustainable Leaders Fund Class R6 Shares
JIIGX
NASDAQ
| Weiss Ratings | JIIGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JIIGX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Danielle Hines (1), David Small (1) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JIIGX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. Sustainable Leaders Fund Class R6 Shares | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 30, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 15,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JIIGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.58% | |||
| Dividend | JIIGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.95% | |||
| Asset Allocation | JIIGX-NASDAQ | Click to Compare |
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| Cash | 1.23% | |||
| Stock | 98.77% | |||
| U.S. Stock | 97.82% | |||
| Non-U.S. Stock | 0.95% | |||
| 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 | JIIGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.85% | |||
| 30-Day Total Return | 0.86% | |||
| 60-Day Total Return | -1.70% | |||
| 90-Day Total Return | 1.24% | |||
| Year to Date Total Return | 8.25% | |||
| 1-Year Total Return | 8.80% | |||
| 2-Year Total Return | 24.87% | |||
| 3-Year Total Return | 79.52% | |||
| 5-Year Total Return | 58.28% | |||
| Price | JIIGX-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 | JIIGX-NASDAQ | Click to Compare |
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| Nav | $87.24 | |||
| 1-Month Low NAV | $85.90 | |||
| 1-Month High NAV | $88.29 | |||
| 52-Week Low NAV | $72.18 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $89.65 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JIIGX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 13.19 | |||
| Balance Sheet | JIIGX-NASDAQ | Click to Compare |
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| Total Assets | 327.55M | |||
| Operating Ratios | JIIGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.34% | |||
| Turnover Ratio | 50.00% | |||
| Performance | JIIGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.47% | |||
| Last Bear Market Total Return | -15.86% | |||