Industry description
The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies.
Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization companies. "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 the Russell 2000® Growth Index stocks at the time of purchase.
Market Cap
The average market capitalization across the JPMorgan Small Cap Growth R3 MF is 14.6B. The market cap for tickers in the group ranges from 3.64B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is EVH at 3.64B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Small Cap Growth R3 MF was -48%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was -66%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 54
Price Growth Rating: 49
SMR Rating: 51
Profit Risk Rating: 31
Seasonality Score: -20 (-100 ... +100)