MENU
+Compare
ADVDX
Mutual Fund ticker: NASDAQ
AS OF
May 8 closing price
Price
$4.28
Change
-$0.00 (-0.00%)
Net Assets
89.25M

ADVDX abrdn Dynamic Dividend Instl Forecast, Technical & Fundamental Analysis

The investment seeks high current dividend income that qualifies for the reduced U... Show more

Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Target Corp (NYSE:TGT).

Industry description

The investment seeks high current dividend income that qualifies for the reduced U.S. federal income tax rates created by the "Jobs and Growth Tax Relief Reconciliation Act of 2003," while also focusing on total return for long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of certain domestic and foreign corporations that pay dividend income that the advisor believes are undervalued relative to the market and to the securities historic valuations.

Market Cap

The average market capitalization across the abrdn Dynamic Dividend Instl MF is 1.36T. The market cap for tickers in the group ranges from 44.04B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TGT at 44.04B.

Volume

The average weekly volume growth across all stocks in the abrdn Dynamic Dividend Instl MF was 34%. For the same stocks of the MF, the average monthly volume growth was -44% 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: 54
P/E Growth Rating: 54
Price Growth Rating: 48
SMR Rating: 34
Profit Risk Rating: 31
Seasonality Score: 34 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Aberdeen Funds1735 Market Street, 32nd FloorPhiladelphia
Phone
215-405-5700
Web
www.aberdeen-asset.us
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KBE52.911.03
+1.99%
SPDR® S&P Bank ETF
EPU45.020.23
+0.51%
iShares MSCI Peru ETF
AADR75.860.36
+0.47%
AdvisorShares Dorsey Wright ADR ETF
EWQ41.32N/A
N/A
iShares MSCI France ETF
EARN5.40N/A
N/A
Ellington Credit Company

ADVDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ADVDX has been closely correlated with RWIFX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADVDX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADVDX
1D Price
Change %
ADVDX100%
N/A
RWIFX - ADVDX
97%
Closely correlated
+0.29%
CWGFX - ADVDX
94%
Closely correlated
+0.28%
CWGCX - ADVDX
94%
Closely correlated
+0.30%
RWIEX - ADVDX
90%
Closely correlated
+0.28%
RWICX - ADVDX
90%
Closely correlated
+0.28%
More