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JVAAX JPMorgan Value Advantage A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), ConocoPhillips (NYSE:COP), Capital One Financial (NYSE:COF).

Industry description

The investment seeks to provide long-term total return from a combination of income and capital gains. The fund will invest primarily in equity securities across all market capitalizations. Equity securities in which the fund primarily invests include common stocks and real estate investment trusts (REITs). It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large-capitalization companies.

Market Cap

The average market capitalization across the JPMorgan Value Advantage A MF is 171.03B. The market cap for tickers in the group ranges from 17.4B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is L at 17.4B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Value Advantage A MF was -1%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was 36%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 33
Price Growth Rating: 44
SMR Rating: 29
Profit Risk Rating: 31
Seasonality Score: 15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, JVAAX has been closely correlated with DOXGX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if JVAAX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JVAAX
1D Price
Change %
JVAAX100%
-0.39%
DOXGX - JVAAX
84%
Closely correlated
-0.74%
VVIAX - JVAAX
60%
Loosely correlated
-0.07%
VIVAX - JVAAX
60%
Loosely correlated
-0.09%
VIVIX - JVAAX
60%
Loosely correlated
-0.09%
DODGX - JVAAX
58%
Loosely correlated
-0.73%
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