ADLVX Adler Value Institutional Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Adler Value Institutional MF is 50.66B. The market cap for tickers in the group ranges from 1.1B to 183.03B. SCHW holds the highest valuation in this group at 183.03B. The lowest valued company is OI at 1.1B.

The average weekly volume growth across all stocks in the Adler Value Institutional MF was 11%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -9%