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

The investment seeks growth from capital appreciation... Show more

Category: #Mid-Cap Value

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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 28.12B. The market cap for tickers in the group ranges from 13.82B to 51.19B. AME holds the highest valuation in this group at 51.19B. The lowest valued company is LECO at 13.82B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Value R5 MF was 4%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 67

P/E Growth Rating: 48

Price Growth Rating: 57

SMR Rating: 48

Profit Risk Rating: 24

Seasonality Score: -4 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Details

	1 Day
JDNAX	79.03	0.20	+0.25%
Janus Henderson Growth And Income A
SLADX	47.13	0.06	+0.13%
Selected American Shares D
IEGYX	23.73	N/A	N/A
Invesco International Small Company Y
POIRX	14.33	N/A	N/A
Polen International Growth Investor
DFDMX	33.50	-0.29	-0.86%
DF Dent Midcap Growth Investor

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	N/A
JVMRX - JMVRX	86% Closely correlated	N/A
VMVIX - JMVRX	49% Loosely correlated	N/A
VMVAX - JMVRX	49% Loosely correlated	N/A
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