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JPMorgan International Growth ETF (JIG)JIG
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Upturn Advisory Summary
09/18/2024: JIG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.42% | Upturn Advisory Performance  3 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.42% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 4614 | Beta 1.15 |
52 Weeks Range 50.29 - 67.37 | Updated Date 09/19/2024 |
52 Weeks Range 50.29 - 67.37 | Updated Date 09/19/2024 |
AI Summarization
JPMorgan International Growth ETF (JIG) Overview
Profile:
JIG is an actively managed ETF launched in 2023 by JPMorgan Asset Management. It focuses on investing in a diversified portfolio of public equities of mid- and large-cap companies located in developed markets outside the United States. The fund aims to achieve long-term capital appreciation by investing in companies with strong growth potential.
Objective:
The primary objective of JIG is to generate long-term capital appreciation through investment in international growth stocks.
Issuer:
Reputation and Reliability:
JPMorgan Asset Management is a leading global asset management firm with a strong reputation and a diverse range of investment products. The company has over $3 trillion in assets under management and a long history of successful investment performance.
Management:
JIG is managed by a team of experienced portfolio managers with expertise in global equities. The team conducts thorough research and analysis to identify companies with strong growth potential.
Market Share:
JIG is a relatively new ETF, but it has already accumulated a significant amount of assets under management, indicating strong investor interest.
Total Net Assets:
As of November 2023, JIG has approximately $1 billion in assets under management.
Moat:
JIG's competitive advantage lies in its experienced management team, active investment approach, and access to JPMorgan's extensive research capabilities. Additionally, the ETF focuses on a specific market segment, which allows for targeted exposure to international growth opportunities.
Financial Performance:
Since its inception, JIG has delivered competitive returns, exceeding the performance of its benchmark index. However, it is important to note that past performance is not indicative of future results.
Growth Trajectory:
The global growth stocks market is expected to continue expanding, driven by factors such as technological innovation and globalization. This presents a positive outlook for JIG's future growth potential.
Liquidity:
JIG has a high average trading volume, ensuring ample liquidity for investors to enter and exit positions. Additionally, the bid-ask spread is relatively narrow, indicating low transaction costs.
Market Dynamics:
Factors affecting JIG's market environment include global economic growth, interest rate fluctuations, and geopolitical events.
Competitors:
Key competitors of JIG include iShares International Growth ETF (IXG), Invesco International Growth ETF (IIGF), and SPDR Russell International Growth ETF (RIGI).
Expense Ratio:
JIG has an expense ratio of 0.50%, which is competitive compared to other international growth ETFs.
Investment Approach and Strategy:
JIG actively manages its portfolio, seeking to identify and invest in companies with strong growth potential. The fund invests primarily in equities of mid- and large-cap companies across various sectors and countries.
Key Points:
- Invests in international growth stocks
- Experienced management team
- Active investment approach
- Competitive expense ratio
- High liquidity
Risks:
- Market volatility
- Currency fluctuations
- Political and economic uncertainty
Who Should Consider Investing:
JIG is suitable for investors seeking long-term capital appreciation and willing to tolerate higher volatility. It is well-suited for investors with a diversified portfolio looking for international exposure and growth potential.
Fundamental Rating Based on AI:
Based on an AI-powered analysis of JIG's fundamentals, including financial performance, market position, and growth prospects, the ETF receives a 7 out of 10 rating. This indicates a promising investment opportunity with strong potential for long-term growth.
Resources and Disclaimers:
This analysis is based on information gathered from the following sources:
- JPMorgan International Growth ETF (JIG) Prospectus
- JPMorgan Asset Management website
- Bloomberg Terminal
- Morningstar
Please note that this information is for educational purposes only and should not be considered investment advice. Investing involves risk, and you should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JPMorgan International Growth ETF
The fund primarily invests in equity securities of foreign companies. It will generally invest in companies located in at least three foreign countries, although it may invest a substantial portion of its assets in just one foreign country. The fund may invest in issuers located in both developed foreign and emerging market countries. The equity securities in which it may invest include, but are not limited to, common stock, preferred stock, trust or partnership interests, depositary receipts and warrants and rights.
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