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JLVZX JPMorgan Large Cap Value R2 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

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), Citigroup (NYSE:C), Medtronic plc (NYSE:MDT), Boeing Company (NYSE:BA).

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 R2 MF is 207.5B. 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 R2 MF was -6%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 51
P/E Growth Rating: 31
Price Growth Rating: 30
SMR Rating: 32
Profit Risk Rating: 52
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com
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JLVZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JLVZX has been loosely correlated with VVIAX. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if JLVZX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JLVZX
1D Price
Change %
JLVZX100%
+0.15%
VVIAX - JLVZX
61%
Loosely correlated
+0.27%
VIVAX - JLVZX
61%
Loosely correlated
+0.27%
VIVIX - JLVZX
61%
Loosely correlated
+0.27%
DODGX - JLVZX
59%
Loosely correlated
+0.35%
DOXGX - JLVZX
59%
Loosely correlated
+0.35%
More