JPEF – JPMorgan Equity Focus ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. “Assets” means net assets, plus the amount of borrowings for investment purposes. In implementing its main strategies, the fund invests primarily in common stocks and real estate investment trusts (REITs), but it may also invest up to 20% of its total assets in common stocks of foreign companies, including depositary receipts.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JPEF	Jpmorgan Equity Focus ETF	ETF	Open			Jul 29, 2011	$2.04B	0.440%	—	—	$244.39M

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