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AFVLX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$21.55
Change
-$0.03 (-0.14%)
Net Assets
619.87M

AFVLX Applied Finance Select Investor Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Mastercard (NYSE:MA), International Business Machines Corp (NYSE:IBM), Cisco Systems (NASDAQ:CSCO), KLA Corp (NASDAQ:KLAC), Intel Corp (NASDAQ:INTC), HP (NYSE:HPQ).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of U.S. companies whose market capitalizations are $3 billion or more, measured at the time of purchase. Equity securities in which the fund may invest include common and preferred stocks, rights and warrants, and securities convertible into equity securities. It may also invest in the securities of other investment companies including ETFs.

Market Cap

The average market capitalization across the Applied Finance Select Investor MF is 386.19B. The market cap for tickers in the group ranges from 14.55B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is HST at 14.55B.

Volume

The average weekly volume growth across all stocks in the Applied Finance Select Investor MF was -5%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 45
Price Growth Rating: 45
SMR Rating: 43
Profit Risk Rating: 43
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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AFVLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFVLX has been closely correlated with DOXGX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFVLX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFVLX
1D Price
Change %
AFVLX100%
N/A
DOXGX - AFVLX
88%
Closely correlated
+0.00%
RMEBX - AFVLX
85%
Closely correlated
N/A
RMFCX - AFVLX
85%
Closely correlated
N/A
RMFEX - AFVLX
85%
Closely correlated
N/A
FFMMX - AFVLX
78%
Closely correlated
N/A
More