"First, we have the JPMorgan Active Value ETF ( NYSEARCA:JAVA), which is an actively-managed ETF with a silver Morningstar medalist rating, a fair 0.44% net expense ratio, and, perhaps most interestingly, an active management approach. With a wealth of experience running the ETF with more of a focus (on U.S. large caps), I like the ETF's chances at performing better than the S&P 500 over the long run, especially if valuation is what ultimately determines the market to less-exciting returns through the course of the next decade."
"Undoubtedly, the JPMorgan Active Value ETF is a financial-heavy ETF (financials comprise close to 24% of the ETF), but there's also a significant chunk devoted to some of the more defensive health care names (nearly 16% sector weighting)."
"The only thing better than a value approach, I think, is an active value approach. And with JPMorgan's stewardship, you're getting a lot of bang for the buck, at least in my view. Looking underneath the hood, you'll see a good mix of tech and financials with weightings of 3% or less."
JPMorgan offers a range of ETFs targeting passive investors who seek competitive fees, unique strategies, and experienced managers. The JPMorgan Active Value ETF (NYSEARCA:JAVA) is actively managed, holds a silver Morningstar rating, and charges a 0.44% net expense ratio. The ETF focuses on U.S. large-cap value stocks and positions itself to potentially outperform the S&P 500 over the long run if valuation pressures limit broad-market gains. Portfolio composition shows a mix of tech and financials with many positions below 3% weight, about 24% in financials, and roughly 16% in defensive health-care names. Investors are advised to perform due diligence and consult advisers before investing.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]