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HLEIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$88.92
Change
+$0.96 (+1.09%)
Net Assets
11.12B

HLEIX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks investment results that correspond to the aggregate price and dividend performance of securities in the Standard & Poor's 500 Composite Stock Price Index (S&P 500 Index). The fund invests in stocks included in the S&P 500 Index and also may invest in stock index futures. The fund's adviser attempts to track the aggregate price and dividend performance of securities in the S&P 500 Index to achieve a correlation of at least 0.95 between the performance of the fund and that of the index without taking into account the fund's expenses.

Market Cap

The average market capitalization across the JPMorgan Equity Index I MF is 2.04T. The market cap for tickers in the group ranges from 632.33B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Equity Index I MF was 85%. For the same stocks of the MF, the average monthly volume growth was 120% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 58
Price Growth Rating: 26
SMR Rating: 32
Profit Risk Rating: 11
Seasonality Score: -14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com