VSEIX JPMorgan Small Cap Equity I Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Index at the time of purchase.

Market Cap

The average market capitalization across the JPMorgan Small Cap Equity I MF is 10.81B. The market cap for tickers in the group ranges from 4.96B to 28.59B. MTSI holds the highest valuation in this group at 28.59B. The lowest valued company is WSC at 4.96B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Equity I MF was -20%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 70

P/E Growth Rating: 46

Price Growth Rating: 50

SMR Rating: 63

Profit Risk Rating: 55

Seasonality Score: 32 (-100 ... +100)

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published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
GWX	45.35	1.50	+3.41%
State Street® SPDR® S&P® Intl Sm Cp ETF
IJH	75.50	1.85	+2.51%
iShares Core S&P Mid-Cap ETF
QWLD	151.17	2.06	+1.38%
State Street® SPDR® MSCI Wld StrtFcs ETF
SMAX	27.72	0.08	+0.27%
iShares Large Cap Max Buffer Sep ETF
RINF	32.55	-0.14	-0.43%
ProShares Inflation Expectations

VSEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VSEIX has been closely correlated with FTHFX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if VSEIX jumps, then FTHFX could also see price increases.

Ticker / NAME	Correlation To VSEIX	1D Price Change %
VSEIX	100%	N/A
FTHFX - VSEIX	94% Closely correlated	N/A
DFSTX - VSEIX	92% Closely correlated	+2.42%
VSCIX - VSEIX	65% Loosely correlated	N/A
VSMAX - VSEIX	65% Loosely correlated	N/A
VSCPX - VSEIX	65% Loosely correlated	N/A
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