Ad is loading...
MENU

AFVZX Applied Finance Select Institutional Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Mastercard (NYSE:MA), Cisco Systems (NASDAQ:CSCO), International Business Machines Corp (NYSE:IBM), Intel Corp (NASDAQ:INTC), KLA Corp (NASDAQ:KLAC), 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 Institutional MF is 384.95B. 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 Institutional MF was 6%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 35%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 49
Price Growth Rating: 44
SMR Rating: 41
Profit Risk Rating: 38
Seasonality Score: 49 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CSUAX24.690.19
+0.78%
Cohen & Steers Global Infrastructure A
JDVFX26.68-0.24
-0.89%
JHancock Disciplined Value R4
SLPAX14.72-0.19
-1.27%
SEI Small Cap A (SIIT)
SHGTX79.12-1.12
-1.40%
Columbia Seligman Global Tech A
UAPSX57.32-1.69
-2.86%
ProFunds UltraSmall Cap Svc

AFVZX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFVZX
1D Price
Change %
AFVZX100%
-1.16%
RMEBX - AFVZX
85%
Closely correlated
-0.88%
RMFCX - AFVZX
85%
Closely correlated
-0.85%
RMFEX - AFVZX
85%
Closely correlated
-0.86%
DOXGX - AFVZX
82%
Closely correlated
-0.70%
FFFMX - AFVZX
76%
Closely correlated
-0.86%
More