Beyond Factor Fundamentals – Diagnose Your Factor Exposure

The U.S. Value Factor ETF is designed to provide exposure to attractively priced stocks. JVAL tries to reflect the performance of the J.P. Morgan U.S. Value Factor Index, which is comprised of U.S. securities included in the Russell 1000 Index and selects constituents based on diversified measures of their valuation.

The U.S. Quality Factor ETF is designed to provide exposure to high quality companies. JQUA tries to reflect the performance of the J.P. Morgan U.S. Quality Index, which is comprised of U.S. securities included in the Russell 1000 Index and selects constituents based on their quality as measured by profitability, solvency and earnings quality.

The U.S. Momentum Factor ETF is designed to provide exposure to trending stocks. JMOM tries to reflect the performance of the J.P. Morgan U.S. Momentum Factor Index, which is comprised of U.S. securities included in the Russell 1000 Index and selects constituents based on risk-adjusted return momentum.

ETFs Designed for the Perfect Exposure

The U.S. Minimum Volatility ETF is designed to provide equity exposure with reduced volatility. JMIN tries to reflect the performance of the J.P. Morgan U.S. Minimum Volatility Index, which is comprised of U.S. securities included in the Russell 1000 Index and uses a rules-based risk allocation and stock selection process to deliver lower volatility while maintaining diversification across sectors and securities.

Lastly, the U.S. Dividend ETF is designed to provide equity exposure with emphasis on dividend income. JDIV tries to reflect the performance of the J.P. Morgan U.S. Dividend Index, which is comprised of U.S. securities included in the Russell 1000 Index and uses a rules-based risk allocation and stock selection process to deliver high dividend yield while maintaining diversification risk across sectors and securities.

Financial advisors who are interested in learning more about smart beta factor-based investments can register for the Tuesday, May 29 webcast here.