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 R5 MF is 26.49B. The market cap for tickers in the group ranges from 11B to 43.57B. AMP holds the highest valuation in this group at 43.57B. The lowest valued company is ITT at 11B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Mid Cap Value R5 MF was -3%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 62
Price Growth Rating: 46
SMR Rating: 58
Profit Risk Rating: 12
Seasonality Score: 40 (-100 ... +100)