Notable companies
The most notable companies in this group are Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), Morgan Stanley (NYSE:MS), ConocoPhillips (NYSE:COP), Norfolk Southern Corp (NYSE:NSC).
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. 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 R3 MF is 222.23B. The market cap for tickers in the group ranges from 54.86B to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is NSC at 54.86B.
Volume
The average weekly volume growth across all stocks in the JPMorgan Equity Income R3 MF was 7%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 28%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 42
Price Growth Rating: 49
SMR Rating: 34
Profit Risk Rating: 33
Seasonality Score: 37 (-100 ... +100)