IJSIX VY® JPMorgan Small Cap Core Equity I Forecast, Technical & Fundamental Analysis

The investment seeks capital growth over the long term... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks capital growth over the long term. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000® Index stocks at the time of purchase.

Market Cap

The average market capitalization across the VY® JPMorgan Small Cap Core Equity I MF is 13.9B. The market cap for tickers in the group ranges from 4.83B to 24.59B. MTSI holds the highest valuation in this group at 24.59B. The lowest valued company is WSC at 4.83B.

Volume

The average weekly volume growth across all stocks in the VY® JPMorgan Small Cap Core Equity I MF was 14%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 67%

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: 53

Price Growth Rating: 49

SMR Rating: 63

Profit Risk Rating: 58

Seasonality Score: 0 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
TLT	87.04	N/A	N/A
iShares 20+ Year Treasury Bond ETF
ISRA	65.21	-0.21	-0.32%
VanEck Israel ETF
TMAR	25.48	-0.18	-0.69%
FT Vest Emerging Mkts Buffr ETF - Mar
BBEM	75.71	-1.15	-1.50%
JPMorgan BetaBuilders Emerging Mkt EqETF
IPOS	24.55	-0.74	-2.91%
Renaissance International IPO ETF

IJSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IJSIX has been closely correlated with FTHFX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if IJSIX jumps, then FTHFX could also see price increases.

Ticker / NAME	Correlation To IJSIX	1D Price Change %
IJSIX	100%	-0.74%
FTHFX - IJSIX	92% Closely correlated	-0.03%
DFSTX - IJSIX	76% Closely correlated	-0.76%
FSSNX - IJSIX	5% Poorly correlated	-0.53%
VSCIX - IJSIX	5% Poorly correlated	-0.30%
NAESX - IJSIX	5% Poorly correlated	-0.29%
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