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OGFAX JPMorgan Equity Index R6 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks investment results that correspond to the aggregate price and dividend performance of securities in the Standard & Poor's 500 Composite Stock Price Index (S&P 500 Index). The fund invests in stocks included in the S&P 500 Index and also may invest in stock index futures. The fund's adviser attempts to track the aggregate price and dividend performance of securities in the S&P 500 Index to achieve a correlation of at least 0.95 between the performance of the fund and that of the index without taking into account the fund's expenses.

Market Cap

The average market capitalization across the JPMorgan Equity Index R6 MF is 1.9T. The market cap for tickers in the group ranges from 632.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Equity Index R6 MF was -22%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 60
Price Growth Rating: 43
SMR Rating: 33
Profit Risk Rating: 13
Seasonality Score: -54 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com
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OGFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OGFAX has been closely correlated with VSTSX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if OGFAX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OGFAX
1D Price
Change %
OGFAX100%
-0.28%
VSTSX - OGFAX
99%
Closely correlated
-0.24%
VITSX - OGFAX
74%
Closely correlated
-0.24%
VTSMX - OGFAX
74%
Closely correlated
-0.24%
VTSAX - OGFAX
74%
Closely correlated
-0.24%
VSMPX - OGFAX
74%
Closely correlated
-0.24%
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