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AFNAX Bahl & Gaynor Income Growth A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), PepsiCo (NASDAQ:PEP), McDonald's Corp (NYSE:MCD), Mondelez International (NASDAQ:MDLZ).

Industry description

The investment seeks current and growing income, secondarily downside protection and thirdly long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets plus borrowings for investment purposes in equity securities, primarily common stock, of companies that have historically paid dividends and have strong dividend policies. Although the fund may invest in any size companies, it primarily invests in large capitalization companies. Under normal market conditions, it typically invests in a diversified portfolio of 35 to 50 securities spread across a variety of economic sectors.

Market Cap

The average market capitalization across the Bahl & Gaynor Income Growth A MF is 352.69B. The market cap for tickers in the group ranges from 54.11B to 858.5B. AVGO holds the highest valuation in this group at 858.5B. The lowest valued company is APD at 54.11B.

Volume

The average weekly volume growth across all stocks in the Bahl & Gaynor Income Growth A MF was -27%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 55
Price Growth Rating: 47
SMR Rating: 40
Profit Risk Rating: 19
Seasonality Score: 48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Investment Managers Series Trust (AAM)113 King StreetArmonk
Phone
+1 888 966 9661
Web
www.aammutualfunds.com
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AFNAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFNAX has been closely correlated with RWMFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFNAX jumps, then RWMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFNAX
1D Price
Change %
AFNAX100%
+0.30%
RWMFX - AFNAX
85%
Closely correlated
+0.35%
FWWMX - AFNAX
85%
Closely correlated
+0.35%
FWMMX - AFNAX
85%
Closely correlated
+0.34%
RWMEX - AFNAX
85%
Closely correlated
+0.34%
VSTSX - AFNAX
85%
Closely correlated
+0.69%
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