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JGSVX JPMorgan Small Cap Growth R5 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

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 R5 MF is 12.18B. The market cap for tickers in the group ranges from 2.51B to 10.75B. FROG holds the highest valuation in this group at 10.75B. The lowest valued company is MOG.A at 2.51B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Growth R5 MF was -4%. For the same stocks of the MF, the average monthly volume growth was -58% and the average quarterly volume growth was 6%

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: 53
Price Growth Rating: 47
SMR Rating: 63
Profit Risk Rating: 47
Seasonality Score: -15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Details
Category
Small Growth
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com
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JGSVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JGSVX has been closely correlated with NRGEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if JGSVX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JGSVX
1D Price
Change %
JGSVX100%
N/A
NRGEX - JGSVX
91%
Closely correlated
+0.63%
WCMLX - JGSVX
87%
Closely correlated
N/A
WCMNX - JGSVX
87%
Closely correlated
N/A
VSGAX - JGSVX
20%
Poorly correlated
N/A
VISGX - JGSVX
20%
Poorly correlated
N/A
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