Clean200200 companies leading on clean energy.


JPMorgan U.S. Equity Fund

Shareclass
JPMorgan US Equity I (JUESX)
Type
Open-end mutual fund
Manager
$5.79 BILLION
invested in Clean200 stocks
5
Clean200 holdings
18.25%
of assests invested
Clean200 was created by As You Sow and Corporate Knights
As You SowCorporate Knights
Wind energy
Solar energy
The Clean200 is a list of 200 publicly traded companies that are leading the way with solutions for the transition to clean energy. See the full list
Clean200 holdings
Clean200 holdings
5 holdings
5 holdings
  • 1. Microsoft Corp
    Technology
    8.35% of assets
    $2.65B invested
  • 2. Apple Inc
    Technology
    7.46% of assets
    $2.37B invested
  • 3. Trane Technologies PLC Class A
    Industrials
    1.22% of assets
    $386.64M invested
  • 4. Analog Devices Inc
    Technology
    0.9% of assets
    $287.1M invested
  • 5. Tesla Inc
    Consumer cyclical
    0.33% of assets
    $103.53M invested
Methodology
The Clean200 are the largest 200 public companies ranked by green energy revenues. The dataset is developed by multiplying a company’s most recent year-end revenues by its clean revenue estimate, primarily sourced from Corporate Knights Research supplemented by FactSet, Bloomberg BNEF, and FTSE Russell data. In order to be eligible, a company must have USD revenue of at least $1 billion (most recent available fiscal year-end data) and earn more than 10% of total revenues from clean sources, which extends beyond energy efficiency, green energy, and zero emission and hybrid vehicles. We include banks that are financing the low-carbon solutions; real estate companies leading the way on low-carbon buildings; forestry companies protecting carbon sinks; responsible miners of critical materials for the low carbon economy; food and apparel companies with products that are primarily made of raw materials with a significantly lower carbon footprint; and energy-hungry information and communications technology companies that are leading the way on renewable energy. More
This fund has:
More investments in Clean200 than Carbon Underground 200
Financial performance
Performance data provided byMorningstarFind more financial data on JUESX at Morningstar.com
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.43% more in annualized returns
More invested in fossil fuels 
2.35% more invested
Higher fossil finance risk score 
12 points higher
Lower fossil insurance risk score 
14 points lower
Less invested in Clean200 
0.94% less invested
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.43% more in annualized returns
More invested in fossil fuels 
2.35% more invested
Higher fossil finance risk score 
12 points higher
Lower fossil insurance risk score 
14 points lower
Less invested in Clean200 
0.94% less invested
Current fund
JUESX
JPMorgan U.S. Equity Fund
Family
JPMorgan
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.43% more in annualized returns
More invested in fossil fuels 
2.35% more invested
Higher fossil finance risk score 
12 points higher
Lower fossil insurance risk score 
14 points lower
Less invested in Clean200 
0.94% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
JUESX - JPMorgan U.S. Equity Fund
35%
11%
17%
14%
18% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
19% 
Fund compared to benchmark
 
1.36%
0.02%
1.62%
0.43%
0.94%  lower
Find more financial data on JUESX at Morningstar.com
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