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OIEQX
Mutual Fund ticker: NASDAQ
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OIEQX price forecast, quote, news & analysis

The investment seeks capital appreciation and current income... Show more

Category: #Large Value
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Notable companies

The most notable companies in this group are Bank of America Corp (NYSE:BAC), ABBVIE (NYSE:ABBV), Unitedhealth Group (NYSE:UNH), Morgan Stanley (NYSE:MS), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), ConocoPhillips (NYSE:COP), Comcast Corp (NASDAQ:CMCSA), 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 R4 MF is 253.66B. The market cap for tickers in the group ranges from 67.4B to 398.83B. BAC holds the highest valuation in this group at 398.83B. The lowest valued company is NSC at 67.4B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Equity Income R4 MF was 29%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 35
Price Growth Rating: 41
SMR Rating: 38
Profit Risk Rating: 47
Seasonality Score: 13 (-100 ... +100)
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General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com
OIEQX price forecast, quote, news & analysis