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VGRTX JPMorgan US Value R2 Forecast, Technical & Fundamental Analysis

The investment seeks to provide capital growth over the long-term... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

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 R2 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 R2 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)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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VGRTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VGRTX has been closely correlated with RMFEX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if VGRTX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VGRTX
1D Price
Change %
VGRTX100%
+0.46%
RMFEX - VGRTX
92%
Closely correlated
+0.32%
RMFCX - VGRTX
92%
Closely correlated
+0.31%
RMEBX - VGRTX
92%
Closely correlated
+0.32%
RWEBX - VGRTX
88%
Closely correlated
+0.51%
VVIAX - VGRTX
87%
Closely correlated
+0.56%
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