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JSGZX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
3.56B

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

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

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 5.84B. The market cap for tickers in the group ranges from 2.7B to 15.48B. SMCI holds the highest valuation in this group at 15.48B. The lowest valued company is WHD at 2.7B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Growth R2 MF was 214%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 52
Price Growth Rating: 48
SMR Rating: 65
Profit Risk Rating: 54
Seasonality Score: 28 (-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

Correlation & Price change

A.I.dvisor indicates that over the last year, JSGZX has been closely correlated with WCMLX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if JSGZX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSGZX
1D Price
Change %
JSGZX100%
N/A
WCMLX - JSGZX
87%
Closely correlated
+2.68%
WCMNX - JSGZX
87%
Closely correlated
+2.70%
VSGIX - JSGZX
69%
Closely correlated
+2.97%
VISGX - JSGZX
69%
Closely correlated
+2.98%
VSGAX - JSGZX
69%
Closely correlated
+2.98%
More