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JHTGX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$17.29
Change
-$0.00 (-0.00%)
Net Assets
2.85B

JHTGX JPMorgan Hedged Equity 3 R5 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Exxon Mobil Corp (NYSE:XOM).

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 1.26T. The market cap for tickers in the group ranges from 420.29B to 3.09T. MSFT holds the highest valuation in this group at 3.09T. The lowest valued company is XOM at 420.29B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Hedged Equity 3 R5 MF was -2%. For the same stocks of the MF, the average monthly volume growth was -27% 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: 73
P/E Growth Rating: 45
Price Growth Rating: 30
SMR Rating: 31
Profit Risk Rating: 17
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Options Trading
Address
JPMorgan Trust IV270 Park AvenueNew York
Phone
N/A
Web
www.jpmorganfunds.com
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JHTGX and

Correlation & Price change

A.I.dvisor indicates that over the last year, JHTGX has been closely correlated with JHQAX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if JHTGX jumps, then JHQAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JHTGX
1D Price
Change %
JHTGX100%
+0.58%
JHQAX - JHTGX
82%
Closely correlated
+0.14%
JHQPX - JHTGX
78%
Closely correlated
+0.13%
JHQCX - JHTGX
78%
Closely correlated
+0.17%
JHEQX - JHTGX
77%
Closely correlated
+0.14%
JHQRX - JHTGX
76%
Closely correlated
+0.13%