Industry description
The investment seeks capital growth over the long term.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Index at the time of purchase.
Market Cap
The average market capitalization across the JPMorgan Small Cap Equity R5 MF is 8.57B. The market cap for tickers in the group ranges from 5.73B to 11.57B. BJ holds the highest valuation in this group at 11.57B. The lowest valued company is CWST at 5.73B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Small Cap Equity R5 MF was -10%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 32
Price Growth Rating: 51
SMR Rating: 58
Profit Risk Rating: 19
Seasonality Score: 38 (-100 ... +100)