MCDS
+2.66 · +4.61%
$60.35 · NASDAQ

JPMorgan Fundamental Data Science Mid Core ETF (MCDS) ETF Analysis | Mid-Cap Blend

JPMorgan · USA
AUM:$7.5M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.1% over the past year, showing positive momentum.

What is MCDS?

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Many of the equity securities in the fund's portfolio are securities of companies in the financials, industrials and consumer discretionary sectors.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
MCDS returned 8.1% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 12.8% of the ETF — exposure spread across many positions.
Income Component
Current yield of 1.20% — modest income alongside capital growth potential.
ETF Information
AUM$7.5M
Expense Ratio0.00%
Dividend Yield1.20%
Holdings49
Inception DateAug 2024
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta–
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

How would MCDS affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.4%
1Y
+18.7%
3Y
+36.4%
5Y
+36.4%
OpenBook InsightIf you had invested £10,000 in MCDS 5 years ago, it would have grown to £13,635 — a gain of £3,635.

Annual Returns

Calendar year performance

MCDS delivered positive returns in 3 of the last 3 calendar years.
YearMCDS
2026 YTD+15.5%
2025+6.8%
2024+9.8%
CAGR 2yr+8.3%
3/3 positive yearsAvg return: +10.7%Worst year: +6.8% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.5%
Low
Momentum
+2.3%
30-day change
Support Level
68.18
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.