AFDVX Applied Finance Explorer Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Value

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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 5.15B. The market cap for tickers in the group ranges from 962.07M to 13.01B. MEDP holds the highest valuation in this group at 13.01B. The lowest valued company is DFIN at 962.07M.

Volume

The average weekly volume growth across all stocks in the Applied Finance Explorer Investor MF was 2%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 329%

Fundamental Analysis Ratings

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

Valuation Rating: 71

P/E Growth Rating: 37

Price Growth Rating: 48

SMR Rating: 64

Profit Risk Rating: 52

Seasonality Score: 44 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
RIVLX	21.66	0.07	+0.32%
American Funds International Vntg R-5
HSLIX	52.95	N/A	N/A
Hartford Small Cap Growth I
IAXTX	8.43	N/A	N/A
VY® T. Rowe Price Divers Mid Cap Gr S2
MLMCX	23.66	N/A	N/A
Morgan Stanley Instl Global Core C
CMIUX	18.29	N/A	N/A
Six Circles Mgd Eq Port Intl Uncons

AFDVX and MutualFunds

Correlation & Price change

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

Ticker / NAME	Correlation To AFDVX	1D Price Change %
AFDVX	100%	+0.69%
ASVRX - AFDVX	97% Closely correlated	N/A
VSCAX - AFDVX	85% Closely correlated	N/A
SSGSX - AFDVX	84% Closely correlated	N/A
VSIIX - AFDVX	8% Poorly correlated	N/A
DFSVX - AFDVX	7% Poorly correlated	+0.22%
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