MENU
+Compare
JSGZX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$16.84
Change
+$0.15 (+0.90%)
Net Assets
3.61B

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

Category SmallGrowth
Ad is loading...
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 14.53B. The market cap for tickers in the group ranges from 3.64B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is EVH at 3.64B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Growth R2 MF was -10%. For the same stocks of the MF, the average monthly volume growth was -74% and the average quarterly volume growth was -44%

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: 56
Price Growth Rating: 53
SMR Rating: 51
Profit Risk Rating: 29
Seasonality Score: -13 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NASDX40.460.55
+1.38%
Shelton Nasdaq-100 Index Investor
PRMTX159.301.63
+1.03%
T. Rowe Price Comm & Tech Investor
IVPOX20.560.20
+0.98%
Voya SmallCap Opportunities Port S
MLMSX21.480.17
+0.80%
Morgan Stanley Instl Global Core R6
POVEX25.440.03
+0.12%
Putnam International Equity R6

JSGZX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSGZX
1D Price
Change %
JSGZX100%
+0.90%
VSGAX - JSGZX
97%
Closely correlated
+0.96%
VISGX - JSGZX
97%
Closely correlated
+0.97%
VSGIX - JSGZX
97%
Closely correlated
+0.97%
VEXPX - JSGZX
97%
Closely correlated
+0.78%
VEXRX - JSGZX
97%
Closely correlated
+0.78%
More