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WOOQX JPMorgan SMID Cap Equity R4 Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Industry description

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.

Market Cap

The average market capitalization across the JPMorgan SMID Cap Equity R4 MF is 16B. The market cap for tickers in the group ranges from 7.51B to 43.9B. WCN holds the highest valuation in this group at 43.9B. The lowest valued company is MSA at 7.51B.

Volume

The average weekly volume growth across all stocks in the JPMorgan SMID Cap Equity R4 MF was 129%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 128%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 52
Price Growth Rating: 48
SMR Rating: 54
Profit Risk Rating: 29
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Jpmorgan Trust II245 Park AvenueNew York
Phone
(800) 480-4111
Web
www.jpmorganfunds.com
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WOOQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WOOQX has been closely correlated with FSMDX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if WOOQX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WOOQX
1D Price
Change %
WOOQX100%
-0.90%
FSMDX - WOOQX
84%
Closely correlated
-0.50%
VSEMX - WOOQX
76%
Closely correlated
-0.72%
VMCIX - WOOQX
74%
Closely correlated
-0.18%
VIMAX - WOOQX
74%
Closely correlated
-0.18%
VMCPX - WOOQX
73%
Closely correlated
-0.18%
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