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JDVSX JPMorgan Diversified I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks to provide a high total return from a diversified portfolio of equity and fixed income investments. The fund's adviser typically seeks to invest the fund's assets among various types of asset classes based on the following allocation: 35%–80% equity securities; 15%–65% fixed income securities; 0%–10% convertible securities. The fund invests in separate underlying strategies by investing directly in individual securities, in other mutual funds and ETFs within the same group of investment companies.

Market Cap

The average market capitalization across the JPMorgan Diversified I MF is 2.12T. The market cap for tickers in the group ranges from 380.18B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is ASML at 380.18B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Diversified I MF was 22%. For the same stocks of the MF, the average monthly volume growth was 22% 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: 77
P/E Growth Rating: 77
Price Growth Rating: 36
SMR Rating: 25
Profit Risk Rating: 21
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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JDVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JDVSX has been closely correlated with RLBEX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDVSX jumps, then RLBEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JDVSX
1D Price
Change %
JDVSX100%
-0.73%
RLBEX - JDVSX
96%
Closely correlated
-0.60%
RLEFX - JDVSX
95%
Closely correlated
-0.60%
RLBCX - JDVSX
95%
Closely correlated
-0.60%
RLBFX - JDVSX
95%
Closely correlated
-0.60%
FBONX - JDVSX
95%
Closely correlated
-0.62%
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