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JPPEX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
4.22B

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

Category MidCapBlend
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 37.73B. The market cap for tickers in the group ranges from 10.26B to 64.75B. APH holds the highest valuation in this group at 64.75B. The lowest valued company is ITT at 10.26B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Mid Cap Equity R6 MF was -24%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 49
Price Growth Rating: 34
SMR Rating: 52
Profit Risk Rating: 28
Seasonality Score: -45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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JPPEX and

Correlation & Price change

A.I.dvisor indicates that over the last year, JPPEX has been closely correlated with FSMDX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if JPPEX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JPPEX
1D Price
Change %
JPPEX100%
+0.44%
FSMDX - JPPEX
94%
Closely correlated
+0.49%
VEMPX - JPPEX
55%
Loosely correlated
+0.89%
VEXAX - JPPEX
55%
Loosely correlated
+0.89%
VIEIX - JPPEX
55%
Loosely correlated
+0.89%
VEXMX - JPPEX
54%
Loosely correlated
+0.88%
More