JDSCX JPMorgan Small Cap Blend 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. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Small Cap Blend I MF is 15.59B. The market cap for tickers in the group ranges from 3.8B to 69.26B. FIX holds the highest valuation in this group at 69.26B. The lowest valued company is WHD at 3.8B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Blend I MF was -69%. For the same stocks of the MF, the average monthly volume growth was 149% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

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

Valuation Rating: 58

P/E Growth Rating: 30

Price Growth Rating: 46

SMR Rating: 57

Profit Risk Rating: 48

Seasonality Score: 17 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
JIJRX	20.63	0.89	+4.51%
JHancock International Dynamic Gr R6
DILRX	21.45	0.20	+0.94%
DFA International Large Cap Growth
RLBGX	40.93	0.34	+0.84%
American Funds American Balanced R6
EKSAX	6.89	0.05	+0.73%
Allspring Diversified Income Bldr A
WBALX	16.11	0.02	+0.12%
Weitz Conservative Allocation-Inv Cl

JDSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JDSCX has been closely correlated with DFSTX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDSCX jumps, then DFSTX could also see price increases.

Ticker / NAME	Correlation To JDSCX	1D Price Change %
JDSCX	100%	+1.88%
DFSTX - JDSCX	99% Closely correlated	+1.45%
FTHFX - JDSCX	96% Closely correlated	+0.46%
NAESX - JDSCX	94% Closely correlated	+1.26%
VSCPX - JDSCX	94% Closely correlated	+1.27%
VSCIX - JDSCX	94% Closely correlated	+1.27%
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