Key stats
About JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Expense ratio
0.07%
Home page
Inception date
Apr 14, 2020
BBMC is passively managed to track an index that targets mid-cap companies in the US equity market across various sectors. The index primarily considers stocks that fall between the 85th and 95th percentiles in market-cap of the US investible universe, although, large- and small-cap stocks may be included as well. The equity securities can include common stock, preferred stock, and REITs. As a part of the BetaBuilders suite, BBMC provides plain-vanilla exposure to mid-cap equities and can be used as a core holding or as a complement to BBUS and BBSC which covers the total market and small-cap segments of the US equity market respectively. The fund may invest up to 20% in futures to more closely track the index. The index is rebalanced quarterly.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Producer Manufacturing
Stocks99.21%
Finance19.50%
Producer Manufacturing10.80%
Electronic Technology8.83%
Technology Services7.92%
Health Technology7.29%
Retail Trade5.70%
Consumer Services5.06%
Industrial Services4.59%
Consumer Non-Durables4.49%
Energy Minerals3.57%
Process Industries3.40%
Non-Energy Minerals3.28%
Consumer Durables3.13%
Commercial Services2.61%
Transportation2.46%
Utilities2.26%
Distribution Services2.01%
Health Services1.95%
Communications0.34%
Bonds, Cash & Other0.79%
Cash0.79%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history