MENU
+Compare
JDVZX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$16.88
Change
+$0.04 (+0.24%)
Net Assets
481.56M

JDVZX JPMorgan Diversified R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide a high total return from a diversified portfolio of equity and fixed income investments... Show more

Interact to see
Advertisement
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 R6 MF is 2.57T. The market cap for tickers in the group ranges from 302.12B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is ASML at 302.12B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Diversified R6 MF was 69%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 100
Price Growth Rating: 34
SMR Rating: 100
Profit Risk Rating: 31
Seasonality Score: -74 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JUNZ32.100.55
+1.76%
TrueShares Structured Outcome June ETF
FLJP34.170.28
+0.83%
Franklin FTSE Japan ETF
YOKE27.040.06
+0.22%
YOKE Core ETF
IBTO24.610.05
+0.20%
iShares iBonds Dec 2033 Term Trsy ETF
RSPR35.50-0.07
-0.20%
Invesco S&P 500® Equal Wt Real Estt ETF

JDVZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JDVZX has been closely correlated with RAMHX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDVZX jumps, then RAMHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JDVZX
1D Price
Change %
JDVZX100%
N/A
RAMHX - JDVZX
91%
Closely correlated
+0.35%
RLEFX - JDVZX
91%
Closely correlated
+0.37%
FBAFX - JDVZX
91%
Closely correlated
+0.37%
RLBGX - JDVZX
91%
Closely correlated
+0.37%
FBONX - JDVZX
91%
Closely correlated
+0.37%
More