The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Comcast Corp (NASDAQ:CMCSA), Philip Morris International (NYSE:PM), ConocoPhillips (NYSE:COP), Bristol-Myers Squibb Co (NYSE:BMY), Analog Devices (NASDAQ:ADI).
The investment seeks capital appreciation and current income.
Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.
The average market capitalization across the JPMorgan Equity Income R2 MF is 161.62B. The market cap for tickers in the group ranges from 63.68B to 468.8B. UNH holds the highest valuation in this group at 468.8B. The lowest valued company is APD at 63.68B.
The average weekly volume growth across all stocks in the JPMorgan Equity Income R2 MF was -52%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was -30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 37
P/E Growth Rating: 53
Price Growth Rating: 49
SMR Rating: 43
Profit Risk Rating: 46
Seasonality Score: -21 (-100 ... +100)