Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Morgan Stanley (NYSE:MS), Philip Morris International (NYSE:PM), Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C).
Industry description
The investment seeks to provide capital growth over the long-term.
Under normal circumstances, the fund invests at least 80% of its assets in common stocks issued by U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund's adviser applies an active equity management style focused on identifying attractively valued securities given their growth potential over a long-term time horizon.
Market Cap
The average market capitalization across the JPMorgan US Value R5 MF is 934.73B. The market cap for tickers in the group ranges from 220.83B to 4.51T. AAPL holds the highest valuation in this group at 4.51T. The lowest valued company is C at 220.83B.
Volume
The average weekly volume growth across all stocks in the JPMorgan US Value R5 MF was 40%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -41%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 39
Price Growth Rating: 34
SMR Rating: 39
Profit Risk Rating: 31
Seasonality Score: -45 (-100 ... +100)