The most notable companies in this group are Chevron Corp (NYSE:CVX), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), ConocoPhillips (NYSE:COP), Capital One Financial (NYSE:COF).
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.
The average market capitalization across the JPMorgan Value Advantage R3 MF is 147.7B. The market cap for tickers in the group ranges from 15.44B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is L at 15.44B.
The average weekly volume growth across all stocks in the JPMorgan Value Advantage R3 MF was -64%. For the same stocks of the MF, the average monthly volume growth was -71% and the average quarterly volume growth was -63%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 54
Price Growth Rating: 45
SMR Rating: 35
Profit Risk Rating: 54
Seasonality Score: 40 (-100 ... +100)