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AFDZX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$23.23
Change
-$0.27 (-1.15%)
Net Assets
837.03M

AFDZX Applied Finance Explorer Institutional 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 Institutional 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 Institutional MF was 30%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 52
Price Growth Rating: 52
SMR Rating: 47
Profit Risk Rating: 31
Seasonality Score: 27 (-100 ... +100)
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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
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AFDZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFDZX 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 AFDZX jumps, then ASVRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFDZX
1D Price
Change %
AFDZX100%
-1.15%
ASVRX - AFDZX
97%
Closely correlated
-6.74%
VSCAX - AFDZX
85%
Closely correlated
-1.55%
SSGSX - AFDZX
84%
Closely correlated
N/A
DFFVX - AFDZX
81%
Closely correlated
-1.39%
DFSVX - AFDZX
80%
Closely correlated
-1.38%
More