JICCX

Active

JPMorgan U.S. Sustainable Leaders Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.64%
Annual Cost per $10K
$64.00
30-Year Fee Drag per $10K
$12,538
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.55%

Asset Allocation

US Equity
90%
Intl Equity
7%
Cash
2%

Fee Comparison

JICCX
0.64%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

40% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+73.09%3Y
Compare to

Fee Impact Calculator

$
%
JICCX at 0.64%$317,921
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$62,691
Cost vs index fund−$59,503

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
JICCXJPMorgan U.S. Sustainable Leaders Fund0.64%
FCNKXFidelity Contrafund0.56%
AWSHXWashington Mutual Investors Fund0.31%
AFMFXAmerican Mutual Fund0.57%
AMCFXAMCAP Fund0.43%
JLGMXJPMorgan Large Cap Growth Fund0.94%
AICCXInvestment Co of America0.32%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FMAEXFidelity Magellan Fund0.62%
FBCCXFidelity Blue Chip Growth Fund0.97%
FLCNXFidelity Contrafund K60.45%
MEIAXMFS Value Fund0.79%
VPMCXVANGUARD PRIMECAP FUND0.38%
MFEKXMFS Growth Fund0.49%
FRISXFranklin Rising Dividends Fund0.52%
FGCKXFidelity Growth Company Fund0.45%
JVMAXDisciplined Value Mid Cap Fund0.74%
OIEFXJPMorgan Equity Income Fund0.95%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
JMUEXJPMorgan U.S. Equity Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
IWRiShares Russell Mid-Cap ETF0.18%
OAZMXOakmark Fund0.63%
FDTRXFranklin Dynatech Fund0.45%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
FOCKXFidelity OTC Portfolio1.05%
JHQAXJPMorgan Hedged Equity Fund0.82%
PEIYXPutnam Large Cap Value Fund0.63%
LSITXClearBridge Large Cap Growth Fund0.64%
TRZQXT. Rowe Price Equity Income Fund0.53%
HNACXHarbor Capital Appreciation Fund0.59%
VAFAXInvesco American Franchise Fund0.93%
CCIFXColumbia Seligman Technology and Information Fund0.91%
GETGXVictory Sycamore Established Value Fund0.89%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
FGKFXFidelity Growth Company K6 Fund0.45%
VWNEXVANGUARD WINDSOR FUND0.26%
LGLOXLord Abbett Growth Leaders Fund0.59%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
COWZPacer US Cash Cows 100 ETF0.49%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
FZANXFidelity Advisor New Insights Fund0.53%
FDSSXFidelity Stock Selector Fund0.49%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
IWPiShares Russell Mid-Cap Growth ETF0.23%
FIFRXFranklin Growth Fund0.46%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
PBCJXBlue Chip Fund0.92%
DFUVDimensional U.S. Marketwide Value ETF0.21%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
DAGVXBNY Mellon Dynamic Value Fund0.93%
CEYRXCalvert Equity Fund0.58%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
XFBRXVIP Mid Cap Portfolio0.82%
QVG2QVIP Growth Portfolio0.66%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
IHIiShares U.S. Medical Devices ETF0.38%
AASRXAmerican Beacon Small Cap Value Fund0.77%
FTCSFirst Trust Capital Strength ETF0.52%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
PGORXPutnam Large Cap Growth Fund0.93%
LMESXClearBridge Appreciation Fund0.56%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
MFRKXMFS Research Fund0.46%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
TILCXT. Rowe Price Large-Cap Value Fund0.56%
FSCSXSelect Software and IT Services Portfolio0.62%
CHFTXInvesco Charter Fund0.68%
JLCNXFundamental Large Cap Core Fund0.65%
MRERXMFS Core Equity Fund0.88%
DFATDimensional U.S. Targeted Value ETF0.28%
MPGFXMairs & Power Growth Fund0.62%
FSMLXFranklin Small Cap Growth Fund0.67%
FTRNXFidelity Trend Fund0.59%
FZAFXFidelity Advisor Equity Growth Fund0.55%
JGAQXJPMorgan Value Advantage Fund0.99%
NICSXNicholas Fund, Inc.0.70%
FOPPXFranklin Growth Opportunities Fund0.58%
FMILXFidelity New Millennium Fund0.76%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
SVFIXSmead Value Fund0.90%
FDSVXFidelity Growth Discovery Fund0.62%
SPGPInvesco S&P 500 GARP ETF0.36%
DLCZXDestinations Large Cap Equity Fund0.81%
ACILXHeritage Fund0.65%

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