Notable companies
The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Boeing Company (NYSE:BA), Citigroup (NYSE:C), Medtronic plc (NYSE:MDT).
Industry description
The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities.
Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of large companies, including common stocks, and debt and preferred securities which are convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.
Market Cap
The average market capitalization across the JPMorgan Large Cap Value R5 MF is 212.24B. The market cap for tickers in the group ranges from 52.02B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is TFC at 52.02B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Large Cap Value R5 MF was -8%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 38
Price Growth Rating: 47
SMR Rating: 32
Profit Risk Rating: 53
Seasonality Score: 48 (-100 ... +100)