JPMorgan Intrepid Sustainable Equity Fund - A Class (JICAX) Research

This fund primarily channels its investments into common stock shares of companies with substantial or medium market capitalization. Under typical market conditions, at least four-fifths of its portfolio is dedicated to equity securities of U.S.-based firms that satisfy the adviser's specific sustainability requirements. These requirements are determined by an exclusive, in-house scoring framework that assesses environmental, social, and corporate governance (ESG) attributes, incorporates various qualitative elements, and applies the adviser's informed judgment to identify leading sustainable enterprises.

Market snapshot

Symbol
JICAX
Price
$84.15
Day change
+1.18%
Market cap
$319.2M
52-week range
71.36-87.92
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Utilities Fund Investor Class (BULIX)
  • Calamos International Growth Fund Class A (CIGRX)
  • Neuberger Municipal Fund Inc. (NBH)
  • Federated Hermes International Growth Fund Class IS (PIGDX)
  • Steward Large Cap Enhanced Index Fund A (SEEKX)
  • DWS Latin America Equity A (SLANX)
  • Shelton S&P 500 Index Investor (SPFIX)
  • Small Cap Value Fund Class Y (SPVYX)

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