JMVQX JPMorgan Mid Cap Value R4 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 R4 MF is 27.14B. The market cap for tickers in the group ranges from 12.92B to 47.6B. AMP holds the highest valuation in this group at 47.6B. The lowest valued company is ITT at 12.92B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Value R4 MF was -49%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 73

P/E Growth Rating: 32

Price Growth Rating: 45

SMR Rating: 55

Profit Risk Rating: 15

Seasonality Score: -42 (-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

Fundamentals

Details

	1 Day
PSTP	34.03	0.17	+0.49%
Innovator Power Buffer Step-Up Stgy ETF
LALT	21.74	0.06	+0.28%
First Trust Multi-Strat Alt ETF
GTOS	25.03	N/A	N/A
Invesco Short Duration Total ReturnBdETF
IBMN	26.74	-0.01	-0.02%
iShares iBonds Dec 2025 Term Muni Bd ETF
IMCG	80.22	-0.50	-0.62%
iShares Morningstar Mid-Cap Growth ETF

JMVQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JMVQX has been closely correlated with VEVYX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if JMVQX jumps, then VEVYX could also see price increases.

Ticker / NAME	Correlation To JMVQX	1D Price Change %
JMVQX	100%	+0.47%
VEVYX - JMVQX	96% Closely correlated	-0.02%
MVCAX - JMVQX	90% Closely correlated	+0.26%
JVMRX - JMVQX	85% Closely correlated	+0.17%
VMVIX - JMVQX	84% Closely correlated	+0.30%
VMVAX - JMVQX	84% Closely correlated	+0.31%
More