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

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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 R3 MF is 18.41B. The market cap for tickers in the group ranges from 2.74B to 69.26B. FIX holds the highest valuation in this group at 69.26B. The lowest valued company is ATKR at 2.74B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Small Company R3 MF was -58%. For the same stocks of the MF, the average monthly volume growth was 177% and the average quarterly volume growth was 41%

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: 46

Price Growth Rating: 49

SMR Rating: 68

Profit Risk Rating: 50

Seasonality Score: 26 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
JENYX	43.07	0.50	+1.16%
Jensen Quality Growth Y
GGOIX	22.81	0.19	+0.84%
Goldman Sachs Mid Cap Growth Instl
TRZQX	43.83	0.30	+0.69%
T. Rowe Price Equity Income Z
SEGIX	39.81	0.02	+0.05%
NAA Large Cap Value C
PPADX	23.54	-0.09	-0.38%
GMO U.S. Opportunistic Value III

JUSPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JUSPX has been closely correlated with FSSNX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if JUSPX jumps, then FSSNX could also see price increases.

Ticker / NAME	Correlation To JUSPX	1D Price Change %
JUSPX	100%	+2.03%
FSSNX - JUSPX	92% Closely correlated	+2.10%
NAESX - JUSPX	89% Closely correlated	+1.26%
VSCIX - JUSPX	89% Closely correlated	+1.27%
VSMAX - JUSPX	89% Closely correlated	+1.27%
VSCPX - JUSPX	89% Closely correlated	+1.27%
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