JSEZX JPMorgan Small Cap Equity R2 Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend

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A.I.Advisor

published Highlights

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 R2 MF is 11B. The market cap for tickers in the group ranges from 5.22B to 28.17B. MTSI holds the highest valuation in this group at 28.17B. The lowest valued company is WSC at 5.22B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Equity R2 MF was 54%. For the same stocks of the MF, the average monthly volume growth was 112% and the average quarterly volume growth was 377%

Fundamental Analysis Ratings

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

Valuation Rating: 70

P/E Growth Rating: 48

Price Growth Rating: 47

SMR Rating: 63

Profit Risk Rating: 53

Seasonality Score: 43 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

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JSEZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JSEZX has been closely correlated with FTHFX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if JSEZX jumps, then FTHFX could also see price increases.

Ticker / NAME	Correlation To JSEZX	1D Price Change %
JSEZX	100%	+0.38%
FTHFX - JSEZX	83% Closely correlated	+0.10%
VRTIX - JSEZX	77% Closely correlated	+0.08%
VSCPX - JSEZX	52% Loosely correlated	+0.25%
VSMAX - JSEZX	52% Loosely correlated	+0.26%
NAESX - JSEZX	52% Loosely correlated	+0.28%
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