JMVPX JPMorgan Mid Cap Value R3 Forecast, Technical & Fundamental Analysis

The investment seeks growth from capital appreciation... Show more

Category: #Mid-Cap Value

Interact to see
Advertisement

A.I.Advisor

published Highlights

Industry description

The investment seeks growth from capital appreciation. 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® Value Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Mid Cap Value R3 MF is 29.6B. The market cap for tickers in the group ranges from 14.74B to 53.65B. AME holds the highest valuation in this group at 53.65B. The lowest valued company is LECO at 14.74B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Value R3 MF was 5%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 230%

Fundamental Analysis Ratings

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

Valuation Rating: 70

P/E Growth Rating: 45

Price Growth Rating: 42

SMR Rating: 48

Profit Risk Rating: 22

Seasonality Score: -1 (-100 ... +100)

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Details

	1 Day
CDGRX	12.82	N/A	N/A
Copeland Dividend Growth Fund Class A
PIOTX	26.60	N/A	N/A
Victory Pioneer Core Equity A
DCUCX	15.71	N/A	N/A
DWS CROCI US C
INRSX	24.51	N/A	N/A
Nomura Natural Resources R6
CSJRX	74.70	N/A	N/A
Cohen & Steers Realty Shares R

JMVPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JMVPX has been closely correlated with VEVYX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if JMVPX jumps, then VEVYX could also see price increases.

Ticker / NAME	Correlation To JMVPX	1D Price Change %
JMVPX	100%	N/A
VEVYX - JMVPX	97% Closely correlated	N/A
MVCAX - JMVPX	89% Closely correlated	N/A
JVMRX - JMVPX	85% Closely correlated	N/A
JVMCX - JMVPX	71% Closely correlated	N/A
JVMIX - JMVPX	56% Loosely correlated	N/A
More