Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Exxon Mobil Corp (NYSE:XOM), Mastercard (NYSE:MA).
Industry description
The investment seeks to provide capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a "Put/Spread Collar" strategy. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.
Market Cap
The average market capitalization across the JPMorgan Hedged Equity 3 R5 MF is 1.93T. The market cap for tickers in the group ranges from 446.3B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is MA at 446.3B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Hedged Equity 3 R5 MF was 55%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -3%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 80
P/E Growth Rating: 66
Price Growth Rating: 37
SMR Rating: 32
Profit Risk Rating: 15
Seasonality Score: -8 (-100 ... +100)