MENU
+Compare
OIERX
Mutual Fund ticker: NASDAQ
AS OF
Oct 8 closing price
Price
$26.28
Change
-$0.05 (-0.19%)
Net Assets
43.85B

OIERX JPMorgan Equity Income R5 Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Unitedhealth Group (NYSE:UNH), Chevron Corp (NYSE:CVX), Wells Fargo & Co (NYSE:WFC), Morgan Stanley (NYSE:MS), 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 R5 MF is 240.4B. The market cap for tickers in the group ranges from 66.56B to 408.5B. ABBV holds the highest valuation in this group at 408.5B. The lowest valued company is NSC at 66.56B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Equity Income R5 MF was -24%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -51%

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: 52
Price Growth Rating: 34
SMR Rating: 32
Profit Risk Rating: 36
Seasonality Score: 79 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DBO13.410.05
+0.37%
Invesco DB Oil
SPYV55.870.14
+0.25%
SPDR® Portfolio S&P 500 Value ETF
BOXA104.84-0.04
-0.04%
Alpha Architect Aggregate Bond ETF
ENOR28.67-0.10
-0.36%
iShares MSCI Norway ETF
DUSA47.80-0.23
-0.48%
Davis Select US Equity ETF

OIERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OIERX has been closely correlated with VVIAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if OIERX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OIERX
1D Price
Change %
OIERX100%
N/A
VVIAX - OIERX
93%
Closely correlated
N/A
VIVAX - OIERX
93%
Closely correlated
N/A
VIVIX - OIERX
93%
Closely correlated
N/A
RMFEX - OIERX
92%
Closely correlated
+0.19%
RMFCX - OIERX
92%
Closely correlated
+0.18%
More