Morningstar

JPM Japan Rsrch Enh Eq ESG ETF USD Acc JREJ

Morningstar Medalist Rating
Medalist Rating as of | See JPMorgan Investment Hub

Morningstar’s Analysis JREJ

Will JREJ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JREJ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JREJ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JREJ’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin JPM Japan Rsrch Enh Eq ESG ETF USD Acc's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JREJ

More JREJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Toyota Motor Corp

5.29 25.7 Mil
Consumer Cyclical

Sony Group Corp

3.58 17.4 Mil
Technology

Hitachi Ltd

3.42 16.7 Mil
Industrials

Mitsubishi UFJ Financial Group Inc

3.41 16.6 Mil
Financial Services

Recruit Holdings Co Ltd

2.77 13.5 Mil
Communication Services

Keyence Corp

2.62 12.8 Mil
Technology

Sumitomo Mitsui Financial Group Inc

2.54 12.3 Mil
Financial Services

Daiichi Sankyo Co Ltd

2.35 11.5 Mil
Healthcare

Tokyo Electron Ltd

2.35 11.4 Mil
Technology

Shin-Etsu Chemical Co Ltd

2.31 11.2 Mil
Basic Materials

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