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JDVCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$15.27
Change
+$0.04 (+0.26%)
Net Assets
421.11M

JDVCX JPMorgan Diversified C Forecast, Technical & Fundamental Analysis

The investment seeks to provide a high total return from a diversified portfolio of equity and fixed income investments... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks to provide a high total return from a diversified portfolio of equity and fixed income investments. The fund's adviser typically seeks to invest the fund's assets among various types of asset classes based on the following allocation: 35%–80% equity securities; 15%–65% fixed income securities; 0%–10% convertible securities. The fund invests in separate underlying strategies by investing directly in individual securities, in other mutual funds and ETFs within the same group of investment companies.

Market Cap

The average market capitalization across the JPMorgan Diversified C MF is 2.56T. The market cap for tickers in the group ranges from 411.55B to 4.58T. NVDA holds the highest valuation in this group at 4.58T. The lowest valued company is ASML at 411.55B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Diversified C MF was -71%. For the same stocks of the MF, the average monthly volume growth was -76% and the average quarterly volume growth was -80%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 62
Price Growth Rating: 40
SMR Rating: 25
Profit Risk Rating: 31
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com
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JDVCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JDVCX has been closely correlated with RLBGX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if JDVCX jumps, then RLBGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JDVCX
1D Price
Change %
JDVCX100%
+0.26%
RLBGX - JDVCX
96%
Closely correlated
+0.37%
FBONX - JDVCX
96%
Closely correlated
+0.35%
FBAFX - JDVCX
96%
Closely correlated
+0.37%
RLEFX - JDVCX
96%
Closely correlated
+0.35%
RAMHX - JDVCX
95%
Closely correlated
+0.35%
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