JMVRX JPMorgan Mid Cap Value R5 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 R5 MF is 27.63B. The market cap for tickers in the group ranges from 13.06B to 48.43B. AMP holds the highest valuation in this group at 48.43B. The lowest valued company is ITT at 13.06B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Value R5 MF was -10%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

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

Valuation Rating: 72

P/E Growth Rating: 32

Price Growth Rating: 39

SMR Rating: 55

Profit Risk Rating: 15

Seasonality Score: -61 (-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
FXO	58.32	0.08	+0.14%
First Trust Financials AlphaDEX® ETF
XAPR	35.51	0.01	+0.04%
FT Vest US Eq Enh & Mod Buf ETF-Apr
HEWJ	48.09	-0.17	-0.35%
iShares Currency Hedged MSCI Japan ETF
FPRO	22.29	-0.17	-0.75%
Fidelity Real Estate Investment ETF
RSPR	34.48	-0.40	-1.15%
Invesco S&P 500® Equal Wt Real Estt ETF

JMVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JMVRX 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 JMVRX jumps, then VEVYX could also see price increases.

Ticker / NAME	Correlation To JMVRX	1D Price Change %
JMVRX	100%	N/A
VEVYX - JMVRX	96% Closely correlated	N/A
MVCAX - JMVRX	90% Closely correlated	-0.81%
JVMRX - JMVRX	86% Closely correlated	N/A
VMVIX - JMVRX	85% Closely correlated	N/A
VMVAX - JMVRX	85% Closely correlated	N/A
More