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JSGZX
Mutual Fund ticker: NASDAQ
AS OF
Nov 24 closing price
Price
$17.33
Change
+$0.37 (+2.18%)
Net Assets
2.79B

JSGZX JPMorgan Small Cap Growth R2 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization 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® Growth Index stocks at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Small Cap Growth R2 MF is 13.41B. The market cap for tickers in the group ranges from 476.54M to 33.33B. FIX holds the highest valuation in this group at 33.33B. The lowest valued company is EVH at 476.54M.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Growth R2 MF was -13%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -5%

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: 64
SMR Rating: 54
Profit Risk Rating: 51
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com
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JSGZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JSGZX has been closely correlated with NRGEX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if JSGZX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSGZX
1D Price
Change %
JSGZX100%
+2.18%
NRGEX - JSGZX
92%
Closely correlated
N/A
WCMLX - JSGZX
87%
Closely correlated
N/A
WCMNX - JSGZX
87%
Closely correlated
N/A
NRGSX - JSGZX
84%
Closely correlated
N/A
VEXPX - JSGZX
6%
Poorly correlated
N/A
More