MENU

AFDVX Applied Finance Explorer Investor Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in the equity securities of small and middle capitalization companies. In choosing investments, the Adviser typically selects equity securities that the adviser believes offer superior return potential and may consider, among other factors, a company's valuation, projected future earnings, growth potential, recent performance, and business strategy. It may also invest in other investment companies, including ETFs.

Market Cap

The average market capitalization across the Applied Finance Explorer Investor MF is 6.48B. The market cap for tickers in the group ranges from 1.63B to 25.05B. BLDR holds the highest valuation in this group at 25.05B. The lowest valued company is CUBI at 1.63B.

Volume

The average weekly volume growth across all stocks in the Applied Finance Explorer Investor MF was 15%. For the same stocks of the MF, the average monthly volume growth was 83% and the average quarterly volume growth was 60%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 39
Price Growth Rating: 51
SMR Rating: 46
Profit Risk Rating: 28
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HGHCX28.970.03
+0.10%
Hartford Healthcare C
GMAYX25.58-0.04
-0.16%
GMO Small Cap Quality I
TPYAX8.75-0.02
-0.23%
Touchstone Sands Capital Intl Gr Eq A
VMCIX70.74-0.17
-0.24%
Vanguard Mid Cap Index Institutional
SGRHX50.65-0.14
-0.28%
Allspring Growth R6

AFDVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFDVX has been closely correlated with DFFVX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFDVX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFDVX
1D Price
Change %
AFDVX100%
+0.22%
DFFVX - AFDVX
81%
Closely correlated
+0.18%
DFSVX - AFDVX
80%
Closely correlated
+0.17%
VSIIX - AFDVX
75%
Closely correlated
+0.13%
WCMFX - AFDVX
75%
Closely correlated
-0.14%
VISVX - AFDVX
75%
Closely correlated
+0.13%
More