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AFVZX
Mutual Fund ticker: NASDAQ
AS OF
Feb 29 closing price
Price
$21.87
Change
-$0.00 (-0.00%)
Net Assets
562.77M

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), Meta Platforms (NASDAQ:META), Adobe (NASDAQ:ADBE), Cisco Systems (NASDAQ:CSCO), Intel Corp (NASDAQ:INTC), International Business Machines Corp (NYSE:IBM), Verizon Communications (NYSE:VZ), KLA Corp (NASDAQ:KLAC).

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 429.9B. The market cap for tickers in the group ranges from 58.3B to 2.8T. AAPL holds the highest valuation in this group at 2.8T. The lowest valued company is ROP at 58.3B.

Volume

The average weekly volume growth across all stocks in the Applied Finance Select Institutional MF was -37%. For the same stocks of the MF, the average monthly volume growth was -61% and the average quarterly volume growth was -42%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 49
Price Growth Rating: 49
SMR Rating: 43
Profit Risk Rating: 41
Seasonality Score: 30 (-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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AFVZX and

Correlation & Price change

A.I.dvisor indicates that over the last year, AFVZX has been closely correlated with DOXGX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFVZX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFVZX
1D Price
Change %
AFVZX100%
N/A
DOXGX - AFVZX
79%
Closely correlated
N/A
DODGX - AFVZX
78%
Closely correlated
N/A
VIVAX - AFVZX
76%
Closely correlated
N/A
FFFMX - AFVZX
76%
Closely correlated
N/A
FFMMX - AFVZX
74%
Closely correlated
N/A
More