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ADLVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$27.64
Change
+$0.11 (+0.40%)
Net Assets
3.83M

ADLVX Adler Value Institutional Forecast, Technical & Fundamental Analysis

Category MidCapValue
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Charles Schwab Corp (The) (NYSE:SCHW), Cigna Group (The) (NYSE:CI), PG&E Corp (NYSE:PCG).

Industry description

The investment seeks to achieve long-term growth of capital. The fund seeks to achieve its investment objective by investing principally in equity securities of U.S. and non-U.S. issuers, including common stocks, depositary receipts evidencing ownership of common stocks issued by a foreign issuer ("ADRs"), preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks (e.g., rights, warrants, and options) of companies the Adviser believes are undervalued by the equity market based on the Adviser's assessment of the company. The fund is non-diversified.

Market Cap

The average market capitalization across the Adler Value Institutional MF is 41B. The market cap for tickers in the group ranges from 2.58B to 132.03B. SCHW holds the highest valuation in this group at 132.03B. The lowest valued company is OI at 2.58B.

Volume

The average weekly volume growth across all stocks in the Adler Value Institutional MF was -28%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 46
Price Growth Rating: 59
SMR Rating: 72
Profit Risk Rating: 51
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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ADLVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ADLVX has been closely correlated with MVCAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADLVX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADLVX
1D Price
Change %
ADLVX100%
+0.40%
MVCAX - ADLVX
87%
Closely correlated
+0.13%
JVMRX - ADLVX
85%
Closely correlated
+0.07%
VMVIX - ADLVX
83%
Closely correlated
+0.09%
VMVAX - ADLVX
83%
Closely correlated
+0.08%
JVMSX - ADLVX
81%
Closely correlated
+0.07%
More