JOPPX Johnson Opportunity Forecast, Technical & Fundamental Analysis

The investment seeks long term capital growth... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long term capital growth. The fund invests primarily in equity securities of small and medium sized U.S. companies (those with a market capitalization below $20 billion) that its Adviser believes offer opportunities for capital growth.

Market Cap

The average market capitalization across the Johnson Opportunity MF is 13.5B. The market cap for tickers in the group ranges from 846.15M to 27.75B. WSM holds the highest valuation in this group at 27.75B. The lowest valued company is UTL at 846.15M.

Volume

The average weekly volume growth across all stocks in the Johnson Opportunity MF was -22%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was 215%

Fundamental Analysis Ratings

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

Valuation Rating: 55

P/E Growth Rating: 44

Price Growth Rating: 51

SMR Rating: 38

Profit Risk Rating: 63

Seasonality Score: 54 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
VSIEX	23.54	N/A	N/A
JPMorgan International Equity I
ASLAX	14.33	N/A	N/A
AB Select US Long/Short A
LIDOX	11.74	N/A	N/A
Lord Abbett International Value F3
VVIAX	84.79	N/A	N/A
Vanguard Value Index Adm
ADNRX	21.50	N/A	N/A
American Beacon ARK Transfmt Innov R6

JOPPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JOPPX has been closely correlated with FSMDX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if JOPPX jumps, then FSMDX could also see price increases.

Ticker / NAME	Correlation To JOPPX	1D Price Change %
JOPPX	100%	N/A
FSMDX - JOPPX	96% Closely correlated	N/A
DFSTX - JOPPX	93% Closely correlated	-0.57%
FSMAX - JOPPX	91% Closely correlated	N/A
VEMPX - JOPPX	88% Closely correlated	N/A
VEXAX - JOPPX	88% Closely correlated	N/A
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