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JUSYX JPMorgan US Small Company R5 Forecast, Technical & Fundamental Analysis

Category SmallBlend
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 R5 MF is 15.79B. The market cap for tickers in the group ranges from 2.37B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is MYRG at 2.37B.

Volume

The average weekly volume growth across all stocks in the JPMorgan US Small Company R5 MF was 26%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 56
Price Growth Rating: 51
SMR Rating: 49
Profit Risk Rating: 27
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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JUSYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JUSYX has been closely correlated with FTHFX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if JUSYX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JUSYX
1D Price
Change %
JUSYX100%
-1.29%
FTHFX - JUSYX
87%
Closely correlated
-0.98%
FSSNX - JUSYX
74%
Closely correlated
-1.40%
VSCIX - JUSYX
73%
Closely correlated
-1.07%
NAESX - JUSYX
73%
Closely correlated
-1.06%
VSCPX - JUSYX
73%
Closely correlated
-1.07%
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