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OIEFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
45.58B

OIEFX JPMorgan Equity Income R2 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

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).

Industry description

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.

Market Cap

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.

Volume

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)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, OIEFX has been closely correlated with FFMMX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if OIEFX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OIEFX
1D Price
Change %
OIEFX100%
-0.28%
FFMMX - OIEFX
77%
Closely correlated
-0.35%
FFFMX - OIEFX
77%
Closely correlated
-0.35%
VVIAX - OIEFX
69%
Closely correlated
-0.33%
VIVIX - OIEFX
69%
Closely correlated
-0.33%
VIVAX - OIEFX
68%
Closely correlated
-0.33%
More