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AFALX Applied Finance Dividend Investor 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), Eli Lilly & Co (NYSE:LLY), Home Depot (NYSE:HD), Accenture PLC (NYSE:ACN), Verizon Communications (NYSE:VZ), MARATHON PETROLEUM Corp (NYSE:MPC).

Industry description

The investment seeks dividend income and long-term capital appreciation. The fund will under normal conditions invest at least 80% of its net assets (including the amount of borrowing for investment purposes) in dividend-paying common and preferred stock of companies. It may also invest in small and mid-cap companies, convertible securities, preferred stocks, rights and warrants, and other investment companies including exchange-traded funds, ("ETFs").

Market Cap

The average market capitalization across the Applied Finance Dividend Investor MF is 507.46B. The market cap for tickers in the group ranges from 43.57B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AMP at 43.57B.

Volume

The average weekly volume growth across all stocks in the Applied Finance Dividend Investor MF was -4%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -7%

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: 52
Price Growth Rating: 39
SMR Rating: 51
Profit Risk Rating: 26
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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AFALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFALX has been closely correlated with DOXGX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFALX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFALX
1D Price
Change %
AFALX100%
+0.41%
DOXGX - AFALX
90%
Closely correlated
+0.94%
RMFEX - AFALX
89%
Closely correlated
-0.23%
RMFCX - AFALX
89%
Closely correlated
-0.23%
RMEBX - AFALX
88%
Closely correlated
-0.23%
VVIAX - AFALX
77%
Closely correlated
+0.26%
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