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 R5 MF is 5.62B. The market cap for tickers in the group ranges from 1.74B to 9.38B. MLI holds the highest valuation in this group at 9.38B. The lowest valued company is OFG at 1.74B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Small Cap Value R5 MF was 5%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -3%
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: 53
Price Growth Rating: 51
SMR Rating: 36
Profit Risk Rating: 23
Seasonality Score: 20 (-100 ... +100)