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JMVCX

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Analysis and statistics

  • Open
    15.657$
  • Previous Close
    15.657$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

JMVCX.US refers to the JPMorgan Small Cap Value Fund Class R6. It is a mutual fund managed by JPMorgan Chase & Co. that invests primarily in small-capitalization companies believed to be undervalued in the market. The fund aims to achieve long-term capital appreciation by focusing on companies that exhibit strong fundamentals but are trading at prices below their perceived intrinsic value. Class R6 shares are typically offered to institutional investors or through certain retirement plans and may have lower expense ratios compared to other share classes.

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Factors

Market Interest Rates: Rising interest rates can make bonds less attractive, decreasing demand and price.

Credit Quality of Holdings: Downgrades or defaults of bonds held in the fund lower the fund's net asset value.

Economic Growth Expectations: Strong economic growth may lead to expectations of higher inflation and rising interest rates, affecting bond prices.

Inflation Expectations: Higher inflation expectations erode the real value of fixed income securities, decreasing their prices.

Fund Management Expertise: The fund manager's ability to select bonds and manage risk significantly impacts performance.

Supply and Demand for the Fund: Increased investor demand for the fund can drive up its price, and vice versa.

Geopolitical Events: Global events can influence investor sentiment and risk appetite, impacting bond markets.

Changes in Federal Reserve Policy: Actions taken by the Federal Reserve regarding interest rates and monetary policy have a strong influence on bond yields and prices.

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