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AFOYX Ariel Focus Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Bank of America Corp (NYSE:BAC), SLB Limited (NYSE:SLB).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies of any size in order to provide investors access to superior opportunities in companies of all market capitalizations. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active Patience®, Independent Thinking, Focused Expertise, and Bold Teamwork. It is non-diversified.

Market Cap

The average market capitalization across the Ariel Focus Institutional MF is 144.51B. The market cap for tickers in the group ranges from 900.67M to 644.12B. JNJ holds the highest valuation in this group at 644.12B. The lowest valued company is ABX at 900.67M.

Volume

The average weekly volume growth across all stocks in the Ariel Focus Institutional MF was 23%. For the same stocks of the MF, the average monthly volume growth was 70% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 53
Price Growth Rating: 47
SMR Rating: 40
Profit Risk Rating: 52
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Details
Category
Mid-Cap Value
Address
Ariel Investment Trust200 East Randolph Drive, Suite 2900Chicago
Phone
N/A
Web
www.arielinvestments.com
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AFOYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFOYX has been closely correlated with MVCAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFOYX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFOYX
1D Price
Change %
AFOYX100%
N/A
MVCAX - AFOYX
92%
Closely correlated
-1.15%
JVMRX - AFOYX
89%
Closely correlated
N/A
VEVYX - AFOYX
82%
Closely correlated
N/A
JVMCX - AFOYX
82%
Closely correlated
N/A
JVMIX - AFOYX
82%
Closely correlated
N/A
More
Ariel Focus Institutional (AFOYX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com