Notable companies
The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), ConocoPhillips (NYSE:COP), PROLOGIS (NYSE:PLD).
Industry description
The investment seeks to provide long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. “Assets” means net assets, plus the amount of borrowings for investment purposes. Although it invests primarily in equity securities of U.S. large and mid-capitalization companies, it may invest in equity investments of U.S. companies across all market capitalizations. The fund may also invest in real estate investment trusts (REITs).
Market Cap
The average market capitalization across the JPMorgan U.S. Applied Data Sci Val R5 MF is 178.81B. The market cap for tickers in the group ranges from 52.73B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is TRV at 52.73B.
Volume
The average weekly volume growth across all stocks in the JPMorgan U.S. Applied Data Sci Val R5 MF was -19%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 81
P/E Growth Rating: 46
Price Growth Rating: 48
SMR Rating: 47
Profit Risk Rating: 24
Seasonality Score: 47 (-100 ... +100)