Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), 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 R3 MF is 1.51T. The market cap for tickers in the group ranges from 380.18B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is ASML at 380.18B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Global Allocation R3 MF was 55%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 59
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 18
Seasonality Score: 7 (-100 ... +100)