MENU

AFVZX Applied Finance Select Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
Interact to see
Advertisement
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), Intel Corp (NASDAQ:INTC), KLA Corporation (NASDAQ:KLAC), International Business Machines Corp (NYSE:IBM), 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 804.71B. The market cap for tickers in the group ranges from 11.95B to 4.54T. AAPL holds the highest valuation in this group at 4.54T. The lowest valued company is APTV at 11.95B.

Volume

The average weekly volume growth across all stocks in the Applied Finance Select Institutional MF was 7%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -36%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 47
Price Growth Rating: 36
SMR Rating: 40
Profit Risk Rating: 50
Seasonality Score: -23 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
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 %
TEMPX11.640.28
+2.46%
Nuveen Emerging Markets Eq Prem
FDETX30.910.30
+0.98%
Fidelity Advisor Capital Development O
SLCAX14.440.09
+0.63%
SEI Large Cap A (SIIT)
TQGEX23.880.11
+0.46%
T. Rowe Price Integrated Global Eq
RYSGX69.27-0.46
-0.66%
Rydex S&P SmallCap 600 Pure Growth A

AFVZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AFVZX has been closely correlated with AWSHX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if AFVZX jumps, then AWSHX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFVZX
1D Price
Change %
AFVZX100%
+0.23%
AWSHX - AFVZX
86%
Closely correlated
-0.03%
RMEBX - AFVZX
85%
Closely correlated
+0.05%
RMFCX - AFVZX
85%
Closely correlated
+0.05%
RMFEX - AFVZX
85%
Closely correlated
+0.05%
RWEBX - AFVZX
85%
Closely correlated
-0.03%
More
Applied Finance Select Institutional (AFVZX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com