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JSVZX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$25.38
Change
-$0.04 (-0.16%)
Net Assets
1.24B

JSVZX JPMorgan Small Cap Value R2 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 R2 MF is 5.44B. The market cap for tickers in the group ranges from 1.99B to 10.68B. MLI holds the highest valuation in this group at 10.68B. The lowest valued company is OFG at 1.99B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Value R2 MF was 0%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -23%

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: 100
Price Growth Rating: 51
SMR Rating: 100
Profit Risk Rating: 21
Seasonality Score: -36 (-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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JSVZX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JSVZX
1D Price
Change %
JSVZX100%
N/A
ASVRX - JSVZX
97%
Closely correlated
N/A
VSCAX - JSVZX
84%
Closely correlated
N/A
SSGSX - JSVZX
84%
Closely correlated
N/A
VISVX - JSVZX
80%
Closely correlated
N/A
VSIAX - JSVZX
80%
Closely correlated
N/A
More