JMVRX JPMorgan Mid Cap Value R5 Forecast, Technical & Fundamental Analysis

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 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 -23%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -26%

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: 62

Price Growth Rating: 44

SMR Rating: 58

Profit Risk Rating: 12

Seasonality Score: 58 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Fundamentals

Details

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JMVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JMVRX has been closely correlated with JVMRX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if JMVRX jumps, then JVMRX could also see price increases.

Ticker / NAME	Correlation To JMVRX	1D Price Change %
JMVRX	100%	+0.91%
JVMRX - JMVRX	86% Closely correlated	+0.72%
VMVAX - JMVRX	66% Loosely correlated	+0.73%
VMVIX - JMVRX	65% Loosely correlated	+0.75%
JVMTX - JMVRX	59% Loosely correlated	+0.72%
FLPSX - JMVRX	48% Loosely correlated	+1.21%
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