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JMVRX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
12.73B

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

Category MidCapValue
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 23B. The market cap for tickers in the group ranges from 14.45B to 44.27B. WMB holds the highest valuation in this group at 44.27B. The lowest valued company is SNA at 14.45B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Value R5 MF was -5%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 15%

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: 55
Price Growth Rating: 42
SMR Rating: 54
Profit Risk Rating: 38
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Jpmorgan Distribution Services, Inc.1111 Polaris ParkwayColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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JMVRX and

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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JMVRX
1D Price
Change %
JMVRX100%
+0.11%
JVMRX - JMVRX
86%
Closely correlated
-0.04%
JVMCX - JMVRX
85%
Closely correlated
-0.04%
JVMTX - JMVRX
45%
Loosely correlated
-0.04%
JVMSX - JMVRX
45%
Loosely correlated
-0.04%
VMVAX - JMVRX
43%
Loosely correlated
+0.21%
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