Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).
Industry description
The investment seeks to provide a high total return from a portfolio of selected equity securities.
Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices.
Market Cap
The average market capitalization across the JPMorgan US Large Cap Core Plus R5 MF is 1.71T. The market cap for tickers in the group ranges from 446.3B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MA at 446.3B.
Volume
The average weekly volume growth across all stocks in the JPMorgan US Large Cap Core Plus R5 MF was -22%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -38%
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: 59
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 15
Seasonality Score: -38 (-100 ... +100)