JUSMX JPMorgan US Small Company R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide high total return from a portfolio of small company stocks... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks to provide high total return from a portfolio of small company stocks. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations similar to those within the universe of the Russell 2000® Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan US Small Company R6 MF is 18.26B. The market cap for tickers in the group ranges from 2.68B to 66.1B. FIX holds the highest valuation in this group at 66.1B. The lowest valued company is ATKR at 2.68B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Small Company R6 MF was 7%. For the same stocks of the MF, the average monthly volume growth was 131% and the average quarterly volume growth was 148%

Fundamental Analysis Ratings

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

Valuation Rating: 56

P/E Growth Rating: 47

Price Growth Rating: 52

SMR Rating: 68

Profit Risk Rating: 50

Seasonality Score: 32 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
BRUJX	18.02	0.18	+1.01%
MFS Blended Research Value Equity R1
RLACX	29.91	0.29	+0.98%
Russell Inv US Small Cap Equity A
TRULX	46.25	0.21	+0.46%
T. Rowe Price US Large-Cap Core
LDVIX	24.59	-0.05	-0.20%
AXS FTSE Vntr Cptl RetTrckr I
MSOPX	28.94	-0.20	-0.69%
Morgan Stanley Inst Global Opp C

JUSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JUSMX has been closely correlated with FTHFX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if JUSMX jumps, then FTHFX could also see price increases.

Ticker / NAME	Correlation To JUSMX	1D Price Change %
JUSMX	100%	+0.87%
FTHFX - JUSMX	96% Closely correlated	+0.77%
VRTIX - JUSMX	95% Closely correlated	+0.79%
FSSNX - JUSMX	93% Closely correlated	+0.79%
VSCPX - JUSMX	90% Closely correlated	+0.69%
VSCIX - JUSMX	90% Closely correlated	+0.68%
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