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HLIEX JPMorgan Equity Income I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), Morgan Stanley (NYSE:MS), ConocoPhillips (NYSE:COP), Norfolk Southern Corp (NYSE:NSC).

Industry description

The investment seeks capital appreciation and current income. Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.

Market Cap

The average market capitalization across the JPMorgan Equity Income I MF is 222.89B. The market cap for tickers in the group ranges from 61.46B to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is NSC at 61.46B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Equity Income I MF was 2%. For the same stocks of the MF, the average monthly volume growth was 44% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 37
Price Growth Rating: 24
SMR Rating: 34
Profit Risk Rating: 27
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HLIEX has been closely correlated with VIVAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if HLIEX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HLIEX
1D Price
Change %
HLIEX100%
+0.67%
VIVAX - HLIEX
97%
Closely correlated
+0.56%
VVIAX - HLIEX
97%
Closely correlated
+0.56%
VIVIX - HLIEX
97%
Closely correlated
+0.56%
RMFEX - HLIEX
92%
Closely correlated
+0.52%
DOXGX - HLIEX
92%
Closely correlated
+0.09%
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