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OGGFX JPMorgan Small Cap Growth I Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth primarily by investing in a portfolio of equity securities of small-capitalization and emerging growth companies. Under normal circumstances, at least 80% of the fund's assets will be invested in the securities of small capitalization companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Growth Index stocks at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Small Cap Growth I MF is 13.97B. The market cap for tickers in the group ranges from 3.64B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is EVH at 3.64B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Growth I MF was 21%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 94%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 55
Price Growth Rating: 48
SMR Rating: 50
Profit Risk Rating: 16
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, OGGFX has been closely correlated with WCMLX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if OGGFX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OGGFX
1D Price
Change %
OGGFX100%
+0.98%
WCMLX - OGGFX
89%
Closely correlated
+0.47%
WCMNX - OGGFX
89%
Closely correlated
+0.55%
VSGIX - OGGFX
78%
Closely correlated
+0.75%
VSGAX - OGGFX
78%
Closely correlated
+0.76%
VISGX - OGGFX
77%
Closely correlated
+0.76%
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