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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

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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 2.55T. The market cap for tickers in the group ranges from 732.1B to 5.1T. NVDA holds the highest valuation in this group at 5.1T. The lowest valued company is ASML at 732.1B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Diversified R6 MF was 52%. For the same stocks of the MF, the average monthly volume growth was 82% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 62
Price Growth Rating: 51
SMR Rating: 26
Profit Risk Rating: 36
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, JDVZX has been closely correlated with FBONX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDVZX jumps, then FBONX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JDVZX
1D Price
Change %
JDVZX100%
+0.82%
FBONX - JDVZX
95%
Closely correlated
+0.86%
RLEFX - JDVZX
95%
Closely correlated
+0.84%
FBAFX - JDVZX
95%
Closely correlated
+0.84%
RLBGX - JDVZX
95%
Closely correlated
+0.84%
RAMHX - JDVZX
95%
Closely correlated
+0.84%
More
JPMorgan Diversified R6 (JDVZX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com