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JMCRX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$21.49
Change
-$0.00 (-0.00%)
Net Assets
28.44M

JMCRX James Micro Cap Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities the fund will principally invest in are common stocks, preferred stocks and exchange traded funds ("ETFs") that invest primarily in equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowing for investment purposes, if any) in equity securities of micro capitalization companies.

Market Cap

The average market capitalization across the James Micro Cap MF is 2.66B. The market cap for tickers in the group ranges from 1.46B to 6.07B. NSIT holds the highest valuation in this group at 6.07B. The lowest valued company is IMKTA at 1.46B.

Volume

The average weekly volume growth across all stocks in the James Micro Cap MF was 358%. For the same stocks of the MF, the average monthly volume growth was 193% and the average quarterly volume growth was 74%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 60
Price Growth Rating: 55
SMR Rating: 40
Profit Risk Rating: 17
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
James Advantage FundsP.O. Box 8Alpha
Phone
N/A
Web
www.jamesfunds.com
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JMCRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JMCRX has been closely correlated with DFFVX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if JMCRX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JMCRX
1D Price
Change %
JMCRX100%
N/A
DFFVX - JMCRX
95%
Closely correlated
+0.74%
DFSVX - JMCRX
94%
Closely correlated
+0.61%
VISVX - JMCRX
90%
Closely correlated
+1.03%
VSIAX - JMCRX
90%
Closely correlated
+1.02%
VSIIX - JMCRX
90%
Closely correlated
+1.03%
More