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.
The average market capitalization across the JPMorgan Mid Cap Value R3 MF is 22.86B. The market cap for tickers in the group ranges from 14.45B to 35.37B. AMP holds the highest valuation in this group at 35.37B. The lowest valued company is SNA at 14.45B.
The average weekly volume growth across all stocks in the JPMorgan Mid Cap Value R3 MF was 285%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 55
Price Growth Rating: 41
SMR Rating: 54
Profit Risk Rating: 38
Seasonality Score: 12 (-100 ... +100)