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JSVUX JPMorgan Small Cap Value R6 Forecast, Technical & Fundamental Analysis

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

Category: #Small Value
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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 R6 MF is 6.45B. The market cap for tickers in the group ranges from 1.97B to 15.19B. MLI holds the highest valuation in this group at 15.19B. The lowest valued company is OFG at 1.97B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Value R6 MF was 148%. For the same stocks of the MF, the average monthly volume growth was 191% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 41
Price Growth Rating: 47
SMR Rating: 57
Profit Risk Rating: 28
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, JSVUX has been closely correlated with UBVVX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if JSVUX jumps, then UBVVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSVUX
1D Price
Change %
JSVUX100%
+1.64%
UBVVX - JSVUX
95%
Closely correlated
+0.78%
SSGSX - JSVUX
92%
Closely correlated
+1.56%
ASVRX - JSVUX
88%
Closely correlated
+1.52%
DFSVX - JSVUX
86%
Closely correlated
+0.96%
VSIIX - JSVUX
86%
Closely correlated
+0.70%
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JPMorgan Small Cap Value R6 (JSVUX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com