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JSVPX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
1.4B

JSVPX JPMorgan Small Cap Value R3 Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth primarily by investing in equity securities of small-capitalization companies. 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® Value Index at the time of purchase. In reviewing investment opportunities for the fund, its adviser uses a value-oriented approach. In implementing its main strategies, the fund's equity investments are primarily in common stocks and REITs.

Market Cap

The average market capitalization across the JPMorgan Small Cap Value R3 MF is 5.07B. The market cap for tickers in the group ranges from 1.46B to 6.28B. CMC holds the highest valuation in this group at 6.28B. The lowest valued company is KN at 1.46B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Value R3 MF was 74%. For the same stocks of the MF, the average monthly volume growth was 130% and the average quarterly volume growth was 73%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 42
Price Growth Rating: 48
SMR Rating: 48
Profit Risk Rating: 44
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, JSVPX has been loosely correlated with WCMJX. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if JSVPX jumps, then WCMJX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSVPX
1D Price
Change %
JSVPX100%
+0.94%
WCMJX - JSVPX
49%
Loosely correlated
+0.86%
WCMFX - JSVPX
49%
Loosely correlated
+0.85%
DFSVX - JSVPX
47%
Loosely correlated
+1.01%
VSIIX - JSVPX
47%
Loosely correlated
+0.67%
DFFVX - JSVPX
47%
Loosely correlated
+0.99%
More