JPPEX JPMorgan Mid Cap Equity R6 Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital growth. 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® Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Mid Cap Equity R6 MF is 43.41B. The market cap for tickers in the group ranges from 12.9B to 133.34B. APH holds the highest valuation in this group at 133.34B. The lowest valued company is ITT at 12.9B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Equity R6 MF was 36%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 73

P/E Growth Rating: 35

Price Growth Rating: 31

SMR Rating: 47

Profit Risk Rating: 14

Seasonality Score: -57 (-100 ... +100)

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published General Information

General Information

Category MidCapBlend

Profile

Fundamentals

Details

	1 Day
CNGFX	68.80	0.05	+0.07%
American Funds New Economy 529F
ASYMX	14.75	N/A	N/A
Alger Weatherbie Specialized Growth Y
ISMOX	4.35	-0.01	-0.23%
Voya MidCap Opportunities Port S
TMSIX	36.35	-0.12	-0.33%
Thrivent Mid Cap Stock S
SBHAX	20.26	-0.07	-0.34%
Segall Bryant & Hamill All Cap Instl

JPPEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JPPEX has been closely correlated with VIMSX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if JPPEX jumps, then VIMSX could also see price increases.

Ticker / NAME	Correlation To JPPEX	1D Price Change %
JPPEX	100%	-0.45%
VIMSX - JPPEX	97% Closely correlated	-0.24%
VIMAX - JPPEX	97% Closely correlated	-0.24%
VMCPX - JPPEX	97% Closely correlated	-0.24%
VMCIX - JPPEX	97% Closely correlated	-0.24%
VEMPX - JPPEX	95% Closely correlated	-0.29%
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