Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Wells Fargo & Co (NYSE:WFC), NXP Semiconductors NV (NASDAQ:NXPI).
Industry description
The investment seeks to provide high total return from a portfolio of selected equity securities.
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.
Market Cap
The average market capitalization across the JPMorgan US Equity R3 MF is 1.57T. The market cap for tickers in the group ranges from 56B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is NXPI at 56B.
Volume
The average weekly volume growth across all stocks in the JPMorgan US Equity R3 MF was 6%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -26%
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: 56
Price Growth Rating: 35
SMR Rating: 25
Profit Risk Rating: 16
Seasonality Score: 21 (-100 ... +100)