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ADEIX Ancora Dividend Value Equity I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), EOG Resources (NYSE:EOG).

Industry description

The investment seeks to provide growth of income and long-term capital appreciation. Under normal circumstances, at least 80% of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. The Advisor may select companies not domiciled in the U.S. by investing in ADRs limited to 25% of the fund.

Market Cap

The average market capitalization across the Ancora Dividend Value Equity I MF is 885.63B. The market cap for tickers in the group ranges from 74.15B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is EOG at 74.15B.

Volume

The average weekly volume growth across all stocks in the Ancora Dividend Value Equity I MF was -33%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 15%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 32
Price Growth Rating: 31
SMR Rating: 36
Profit Risk Rating: 11
Seasonality Score: 37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Ancora TrustOne Chagrin Higlands 2000 Auburn DrCleveland
Phone
N/A
Web
www.ancorafunds.com
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ADEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ADEIX has been closely correlated with RMFCX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADEIX jumps, then RMFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADEIX
1D Price
Change %
ADEIX100%
+0.17%
RMFCX - ADEIX
92%
Closely correlated
+0.29%
RMFEX - ADEIX
92%
Closely correlated
+0.29%
RMEBX - ADEIX
92%
Closely correlated
+0.30%
FFFMX - ADEIX
91%
Closely correlated
+0.28%
FFMMX - ADEIX
90%
Closely correlated
+0.30%
More