+Compare
HLQVX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$19.23
Change
-$0.00 (-0.00%)
Net Assets
3.69B

HLQVX JPMorgan Large Cap Value I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Bank of America Corp (NYSE:BAC), Medtronic plc (NYSE:MDT), Citigroup (NYSE:C).

Industry description

The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of large companies, including common stocks, and debt and preferred securities which are convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Large Cap Value I MF is 131.53B. The market cap for tickers in the group ranges from 25.1B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is RJF at 25.1B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Large Cap Value I MF was 17%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 53
Price Growth Rating: 41
SMR Rating: 42
Profit Risk Rating: 51
Seasonality Score: 12 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PHLQX51.421.16
+2.31%
PGIM Jennison Health Sciences R6
NWXUX9.910.12
+1.23%
Nationwide International Sm Cp R6
LMTIX21.220.19
+0.90%
Franklin U.S. Large Cap Equity I
AZMPX15.140.06
+0.40%
Virtus NFJ Emerging Markets Value P
VFAIX49.05-0.10
-0.20%
Vanguard Financials Index Admiral

HLQVX and

Correlation & Price change

A.I.dvisor indicates that over the last year, HLQVX has been loosely correlated with FFFMX. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if HLQVX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HLQVX
1D Price
Change %
HLQVX100%
+0.58%
FFFMX - HLQVX
50%
Loosely correlated
+0.42%
FFMMX - HLQVX
48%
Loosely correlated
+0.42%
DOXGX - HLQVX
36%
Loosely correlated
+0.14%
VIVAX - HLQVX
36%
Loosely correlated
+0.59%
DODGX - HLQVX
35%
Loosely correlated
+0.14%
More