The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM), Mastercard (NYSE:MA), ConocoPhillips (NYSE:COP), NXP Semiconductors NV (NASDAQ:NXPI).
The investment seeks to provide high after-tax total return from a portfolio of selected equity securities.
The fund invests at least 80% of its assets in equity securities. It primarily invests in common stocks of large and medium capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. The Advisor focuses on those equity securities that the Advisor considers attractively valued and seeks to outperform the Benchmark through superior stock selection.
The average market capitalization across the JPMorgan Tax Aware Equity R6 MF is 785.13B. The market cap for tickers in the group ranges from 51.47B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is NXPI at 51.47B.
The average weekly volume growth across all stocks in the JPMorgan Tax Aware Equity R6 MF was -11%. For the same stocks of the MF, the average monthly volume growth was -40% 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: 66
P/E Growth Rating: 38
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 23
Seasonality Score: -3 (-100 ... +100)