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JEQIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$37.94
Change
-$0.14 (-0.37%)
Net Assets
696.87M

JEQIX Johnson Equity Income Forecast, Technical & Fundamental Analysis

The investment seeks above average dividend income and long term capital growth... Show more

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

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Chevron Corp (NYSE:CVX), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks above average dividend income and long term capital growth. The fund invests primarily in equity securities of larger-sized U.S. companies (those with a market capitalization above $20 billion) that its adviser believes offer opportunities for above-average dividend income and capital growth. Under normal circumstances, at least 80% of the fund's total assets will be invested in income-producing equity securities.

Market Cap

The average market capitalization across the Johnson Equity Income MF is 733.75B. The market cap for tickers in the group ranges from 16.61B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is LNT at 16.61B.

Volume

The average weekly volume growth across all stocks in the Johnson Equity Income MF was 82%. For the same stocks of the MF, the average monthly volume growth was 95% and the average quarterly volume growth was 119%

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: 53
Price Growth Rating: 32
SMR Rating: 49
Profit Risk Rating: 29
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Johnson Mutual Funds Trust3777 West Fork RoadCincinnati
Phone
513-661-3100
Web
www.johnsonmutualfunds.com
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JEQIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JEQIX has been closely correlated with VTSMX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEQIX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEQIX
1D Price
Change %
JEQIX100%
-0.37%
VTSMX - JEQIX
85%
Closely correlated
-0.27%
VTSAX - JEQIX
85%
Closely correlated
-0.27%
VSMPX - JEQIX
85%
Closely correlated
-0.26%
VITSX - JEQIX
85%
Closely correlated
-0.27%
VSTSX - JEQIX
85%
Closely correlated
-0.27%
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