The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Coca-Cola Company (NYSE:KO), ABBVIE (NYSE:ABBV), CME Group (NASDAQ:CME).
The investment seeks to maximize income while maintaining prospects for capital appreciation.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. There is no limit on the number of countries in which the fund may invest, and the fund may focus its investments in a single country or a small group of countries. It may invest up to 100% of its total assets in debt securities and other types of investments that are below investment grade.
The average market capitalization across the JPMorgan Income Builder I MF is 223.89B. The market cap for tickers in the group ranges from 78.02B to 416.24B. XOM holds the highest valuation in this group at 416.24B. The lowest valued company is CME at 78.02B.
The average weekly volume growth across all stocks in the JPMorgan Income Builder I MF was 95%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was 68%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 34
Price Growth Rating: 50
SMR Rating: 54
Profit Risk Rating: 35
Seasonality Score: 18 (-100 ... +100)