Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Mastercard (NYSE:MA), ABBVIE (NYSE:ABBV), Accenture PLC (NYSE:ACN), Intuit (NASDAQ:INTU).
Industry description
The investment seeks current income while maintaining prospects for capital appreciation.
The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500.
Market Cap
The average market capitalization across the JPMorgan Equity Premium Income R5 MF is 875.62B. The market cap for tickers in the group ranges from 67.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TT at 67.38B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Equity Premium Income R5 MF was 104%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 64
Price Growth Rating: 32
SMR Rating: 35
Profit Risk Rating: 14
Seasonality Score: 13 (-100 ... +100)