The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).
The investment seeks to provide long-term capital growth.
Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies located in the U.S. "Assets" means net assets, plus the amount of borrowings for investment purposes. It invests primarily in a broad portfolio of equity securities that the adviser believes have characteristics such as attractive valuations, high quality and/or strong momentum that should lead to relative outperformance.
The average market capitalization across the JPMorgan U.S. GARP Equity R6 MF is 999.88B. The market cap for tickers in the group ranges from 383.56B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is MA at 383.56B.
The average weekly volume growth across all stocks in the JPMorgan U.S. GARP Equity R6 MF was -46%. For the same stocks of the MF, the average monthly volume growth was -53% and the average quarterly volume growth was -67%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 32
Price Growth Rating: 29
SMR Rating: 31
Profit Risk Rating: 18
Seasonality Score: 3 (-100 ... +100)