MENU

JUSPX JPMorgan US Small Company R3 Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend
Interact to see
Advertisement
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 R3 MF is 12.88B. The market cap for tickers in the group ranges from 2.51B to 9.97B. HUT holds the highest valuation in this group at 9.97B. The lowest valued company is MOG.A at 2.51B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Small Company R3 MF was -5%. For the same stocks of the MF, the average monthly volume growth was -51% and the average quarterly volume growth was -15%

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: 55
Price Growth Rating: 49
SMR Rating: 67
Profit Risk Rating: 55
Seasonality Score: -34 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IGAAX51.380.59
+1.16%
American Funds Intl Gr and Inc A
SVXYX102.341.15
+1.14%
Smead International Value Y
TIHJX16.960.18
+1.07%
Transamerica International Stock R6
DISCX22.520.16
+0.72%
BNY Mellon International Stock Fund C
AVEAX18.690.10
+0.54%
Ave Maria Growth Focused

JUSPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JUSPX has been closely correlated with NAESX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if JUSPX jumps, then NAESX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JUSPX
1D Price
Change %
JUSPX100%
+0.76%
NAESX - JUSPX
89%
Closely correlated
+0.71%
VSCIX - JUSPX
89%
Closely correlated
+0.72%
VSCPX - JUSPX
88%
Closely correlated
+0.71%
VSMAX - JUSPX
88%
Closely correlated
+0.72%
FTHFX - JUSPX
87%
Closely correlated
+0.67%
More