The investment seeks investment results that closely correspond, before fees and expenses, to the performance of the JP Morgan Diversified Factor US Equity Index. The fund will invest at least 80% of its net assets in securities included in the underlying index. The underlying index is comprised of U.S. equity securities selected to represent a diversified set of factor characteristics: value, momentum, and quality. The fund's securities are large- and mid-cap equity securities of U.S. companies, including common stock, preferred stock and real estate investment trusts (REITs).
|GPN||Global Payments Inc||0.56 %|
|AES||The AES Corporation||0.47 %|
|CMI||Cummins Inc||0.47 %|
|RS||Reliance Steel & Aluminum Co||0.46 %|
|GRMN||Garmin Ltd||0.46 %|
|LULU||Lululemon Athletica Inc||0.46 %|
|TGT||Target Corporation||0.46 %|
|IP||International Paper Company||0.45 %|
|PHM||PulteGroup, Inc||0.45 %|
|VTI||Vanguard Total Stock Market In..||0.03 %||
|VOO||Vanguard S&P 500 ETF||0.03 %||
|SPY||SPDR S&P 500 ETF Trust||0.09 %||
|IVV||iShares Core S&P 500 ETF||0.04 %||
|VIG||Vanguard Dividend Appreciation..||0.06 %||
|VV||Vanguard Large-Cap Index Fund ..||0.04 %||
|ITOT||iShares Core S&P Total U.S. St..||0.03 %||
|IWB||iShares Russell 1000 ETF||0.15 %||
|SCHX||Schwab U.S. Large-Cap ETF||0.03 %||
|RSP||Invesco S&P 500 Equal Weight E..||0.20 %||
|Market Performance vs.
Industry/Classification (Large Blend)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||7.75%||78%||C+||82%||B-|
|Risk Adjusted Return||113.66%||33%||F||92%||A-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The company has under performed its peers on annual average total returns in the past 5 years.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.