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VSENX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$54.03
Change
-$0.43 (-0.79%)
Net Assets
3.63B

VSENX JPMorgan Small Cap Equity R6 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 R6 MF is 8.84B. The market cap for tickers in the group ranges from 4.14B to 15.35B. PFGC holds the highest valuation in this group at 15.35B. The lowest valued company is NOVT at 4.14B.

Volume

The average weekly volume growth across all stocks in the JPMorgan Small Cap Equity R6 MF was -11%. For the same stocks of the MF, the average monthly volume growth was 0% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 39
Price Growth Rating: 61
SMR Rating: 61
Profit Risk Rating: 36
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VSENX
1D Price
Change %
VSENX100%
-0.79%
FTHFX - VSENX
84%
Closely correlated
-0.78%
NAESX - VSENX
78%
Closely correlated
-0.37%
VSMAX - VSENX
77%
Closely correlated
-0.37%
VSCIX - VSENX
76%
Closely correlated
-0.37%
FSSNX - VSENX
74%
Closely correlated
-0.52%
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