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AALIX Cavanal Hill Hedged Income A Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Coca-Cola Company (NYSE:KO), PepsiCo (NASDAQ:PEP), AstraZeneca PLC (NASDAQ:AZN), Phillips 66 (NYSE:PSX).

Industry description

The investment seeks current income with the potential for long-term capital appreciation with less volatility than the broad equity market. The fund invests primarily in dividend paying equity securities, with at least 80% of its net assets in income generating equity securities and equity-related instruments traded on U.S. exchanges. The advisor includes common stocks and securities convertible into common stocks of companies with any market capitalization and sponsored or unsponsored American Depositary Receipts (ADRs). The fund is non-diversified.

Market Cap

The average market capitalization across the Cavanal Hill Hedged Income A MF is 159.12B. The market cap for tickers in the group ranges from 5.46B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is MSM at 5.46B.

Volume

The average weekly volume growth across all stocks in the Cavanal Hill Hedged Income A MF was 4%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 106%

Fundamental Analysis Ratings

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

Valuation Rating: 31
P/E Growth Rating: 55
Price Growth Rating: 49
SMR Rating: 48
Profit Risk Rating: 28
Seasonality Score: 27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
Cavanal Hill Funds3435 Stelzer RoadColumbus
Phone
N/A
Web
www.cavanalhillfunds.com
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AALIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AALIX has been closely correlated with GATEX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if AALIX jumps, then GATEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AALIX
1D Price
Change %
AALIX100%
N/A
GATEX - AALIX
82%
Closely correlated
-0.04%
JHTGX - AALIX
80%
Closely correlated
-0.05%
JHTAX - AALIX
80%
Closely correlated
-0.05%
JHDCX - AALIX
75%
Closely correlated
-0.05%
JHQAX - AALIX
46%
Loosely correlated
-0.03%
More