The investment seeks long-term capital growth by investing primarily in equity securities of companies with intermediate capitalizations.
Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of small- to mid-cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small- to mid-cap companies are generally considered to be those companies with market capitalizations similar to those within the universe of the Russell 2500® Index at the time of purchase.
The average market capitalization across the JPMorgan SMID Cap Equity I MF is 13.22B. The market cap for tickers in the group ranges from 7.2B to 42.62B. WCN holds the highest valuation in this group at 42.62B. The lowest valued company is MSA at 7.2B.
The average weekly volume growth across all stocks in the JPMorgan SMID Cap Equity I MF was 7%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was 19%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 50
Price Growth Rating: 45
SMR Rating: 51
Profit Risk Rating: 35
Seasonality Score: 12 (-100 ... +100)