Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Broadcom Inc. (NASDAQ:AVGO), Netflix (NASDAQ:NFLX).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase.
Market Cap
The average market capitalization across the JPMorgan Large Cap Growth R5 MF is 1.7T. The market cap for tickers in the group ranges from 262.83B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NFLX at 262.83B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Large Cap Growth R5 MF was 18%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 57
Price Growth Rating: 42
SMR Rating: 28
Profit Risk Rating: 18
Seasonality Score: -11 (-100 ... +100)