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JGAUX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
29.82M

JGAUX JPMorgan Small Cap Sustainable Ldrs R3 Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are KB Home (NYSE:KBH).

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 meeting the adviser’s sustainability criteria. “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 Russell 2000® Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Small Cap Sustainable Ldrs R3 MF is 4.87B. The market cap for tickers in the group ranges from 716.89M to 22.69B. DECK holds the highest valuation in this group at 22.69B. The lowest valued company is AMAL at 716.89M.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Sustainable Ldrs R3 MF was -36%. For the same stocks of the MF, the average monthly volume growth was -11% 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: 65
P/E Growth Rating: 54
Price Growth Rating: 51
SMR Rating: 51
Profit Risk Rating: 50
Seasonality Score: -51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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JGAUX and

Correlation & Price change

A.I.dvisor indicates that over the last year, JGAUX has been loosely correlated with NAESX. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if JGAUX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JGAUX
1D Price
Change %
JGAUX100%
+0.50%
NAESX - JGAUX
62%
Loosely correlated
+1.12%
VSCPX - JGAUX
62%
Loosely correlated
+1.13%
VSCIX - JGAUX
62%
Loosely correlated
+1.13%
VSMAX - JGAUX
62%
Loosely correlated
+1.13%
FSSNX - JGAUX
61%
Loosely correlated
+0.97%