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AGLYX Ariel Global Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Verizon Communications (NYSE:VZ), Intel Corp (NASDAQ:INTC), NetApp (NASDAQ:NTAP), DaVita (NYSE:DVA).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of both U.S. and foreign companies, including companies based in developed or emerging markets. It is permitted to invest in companies of any size, but typically will not invest in companies with market capitalizations below $3 billion. Under normal market conditions, the fund will invest at least 40% of its assets in countries other than the U.S.

Market Cap

The average market capitalization across the Ariel Global Institutional MF is 445.65B. The market cap for tickers in the group ranges from 698.72M to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ML at 698.72M.

Volume

The average weekly volume growth across all stocks in the Ariel Global Institutional MF was -2%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 43
Price Growth Rating: 49
SMR Rating: 41
Profit Risk Rating: 50
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Ariel Investment Trust200 East Randolph Drive, Suite 2900Chicago
Phone
N/A
Web
www.arielinvestments.com
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AGLYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AGLYX has been closely correlated with FMDRX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if AGLYX jumps, then FMDRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AGLYX
1D Price
Change %
AGLYX100%
+0.44%
FMDRX - AGLYX
78%
Closely correlated
+0.46%
TEDSX - AGLYX
77%
Closely correlated
+0.41%
TEDRX - AGLYX
77%
Closely correlated
+0.45%
TEDIX - AGLYX
76%
Closely correlated
+0.44%
PRGEX - AGLYX
55%
Loosely correlated
N/A
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