IJSTX VY® JPMorgan Small Cap Core Equity S2 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 S2 MF is 9.2B. The market cap for tickers in the group ranges from 3.65B to 9.7B. CFR holds the highest valuation in this group at 9.7B. The lowest valued company is MIAX at 3.65B.

Volume

The average weekly volume growth across all stocks in the VY® JPMorgan Small Cap Core Equity S2 MF was 5%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

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

Valuation Rating: 60

P/E Growth Rating: 56

Price Growth Rating: 54

SMR Rating: 56

Profit Risk Rating: 66

Seasonality Score: 8 (-100 ... +100)

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published General Information

General Information

Category SmallBlend

	1 Day
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TOLL	40.87	0.07	+0.17%
Tema Durable Quality ETF (TOLL)
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Invesco BulletShares 2031 Municipal Bond ETF (BSMV)
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Dimensional US Small Cap Value ETF (DFSV)

IJSTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IJSTX 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 IJSTX jumps, then FTHFX could also see price increases.

Ticker / NAME	Correlation To IJSTX	1D Price Change %
IJSTX	100%	+0.23%
FTHFX - IJSTX	92% Closely correlated	-0.16%
DFSTX - IJSTX	76% Closely correlated	+0.27%
FSSNX - IJSTX	11% Poorly correlated	+0.50%
VSCIX - IJSTX	4% Poorly correlated	+0.38%
VSCPX - IJSTX	4% Poorly correlated	+0.39%
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