JMEEX JPMorgan Mid Cap Equity R5 Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Mid Cap Equity R5 MF is 34.37B. The market cap for tickers in the group ranges from 11B to 74.19B. APH holds the highest valuation in this group at 74.19B. The lowest valued company is ITT at 11B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Equity R5 MF was 13%. For the same stocks of the MF, the average monthly volume growth was 101% and the average quarterly volume growth was 97%

Fundamental Analysis Ratings

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

Valuation Rating: 77

P/E Growth Rating: 54

Price Growth Rating: 45

SMR Rating: 52

Profit Risk Rating: 12

Seasonality Score: 28 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details

	1 Day
HBLTX	14.72	0.02	+0.14%
Hartford Balanced Income R5
SFMRX	36.27	N/A	N/A
American Beacon Stephens Mid-Cap Gr R6
ALARX	40.84	N/A	N/A
Alger Capital Appreciation Instl I
GUMNX	26.50	-0.06	-0.23%
Guggenheim Market Neutral Rel Est Instl
ANDNX	15.00	-0.05	-0.33%
AQR International Defensive Style N

JMEEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JMEEX has been closely correlated with FSMDX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if JMEEX jumps, then FSMDX could also see price increases.

Ticker / NAME	Correlation To JMEEX	1D Price Change %
JMEEX	100%	+0.55%
FSMDX - JMEEX	94% Closely correlated	+0.50%
VMCIX - JMEEX	72% Closely correlated	+0.13%
VIMAX - JMEEX	72% Closely correlated	+0.12%
VIMSX - JMEEX	71% Closely correlated	+0.12%
VMCPX - JMEEX	71% Closely correlated	+0.13%
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