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GAONX JPMorgan Global Allocation R2 Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

Industry description

The investment seeks to maximize long-term total return. The fund has significant flexibility to invest in a broad range of equity, fixed income and alternative asset classes in the U.S. and other markets throughout the world, both developed and emerging. The adviser uses a flexible asset allocation approach in constructing the fund's portfolio. Under normal circumstances, it will invest at least 40% of its total assets in countries other than the United States (Non-U.S. Countries) unless the adviser determines, in its sole discretion, that conditions are not favorable.

Market Cap

The average market capitalization across the JPMorgan Global Allocation R2 MF is 1.4T. The market cap for tickers in the group ranges from 380.18B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ASML at 380.18B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Global Allocation R2 MF was -27%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 54
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 17
Seasonality Score: -32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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GAONX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GAONX has been closely correlated with FWCBX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if GAONX jumps, then FWCBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GAONX
1D Price
Change %
GAONX100%
-0.39%
FWCBX - GAONX
90%
Closely correlated
-0.38%
FBCIX - GAONX
90%
Closely correlated
-0.38%
RCEEX - GAONX
90%
Closely correlated
-0.40%
RIRHX - GAONX
90%
Closely correlated
-0.38%
CFIHX - GAONX
90%
Closely correlated
-0.40%
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