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AILIX Cavanal Hill Hedged Equity Income Instl Forecast, Technical & Fundamental Analysis

The investment seeks current income with the potential for long-term capital appreciation with less volatility than the broad equity market... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), Coca-Cola Company (NYSE:KO), Merck & Co (NYSE:MRK), AstraZeneca PLC (NYSE:AZN), PepsiCo (NASDAQ:PEP), Phillips 66 (NYSE:PSX).

Industry description

The investment seeks current income with the potential for long-term capital appreciation with less volatility than the broad equity market. The fund invests primarily in dividend paying equity securities, with at least 80% of its net assets in income generating equity securities and equity-related instruments traded on U.S. exchanges. The advisor includes common stocks and securities convertible into common stocks of companies with any market capitalization and sponsored or unsponsored American Depositary Receipts (ADRs). The fund is non-diversified.

Market Cap

The average market capitalization across the Cavanal Hill Hedged Equity Income Instl MF is 188.77B. The market cap for tickers in the group ranges from 7.02B to 458.24B. ABBV holds the highest valuation in this group at 458.24B. The lowest valued company is MSM at 7.02B.

Volume

The average weekly volume growth across all stocks in the Cavanal Hill Hedged Equity Income Instl MF was -47%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 43
Price Growth Rating: 27
SMR Rating: 46
Profit Risk Rating: 27
Seasonality Score: 19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Details
Category
Equity Hedged
Address
Cavanal Hill Funds3435 Stelzer RoadColumbus
Phone
N/A
Web
www.cavanalhillfunds.com
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AILIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AILIX has been closely correlated with GATEX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if AILIX jumps, then GATEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AILIX
1D Price
Change %
AILIX100%
+0.36%
GATEX - AILIX
82%
Closely correlated
+0.02%
JHTGX - AILIX
81%
Closely correlated
+0.09%
JHTAX - AILIX
81%
Closely correlated
+0.05%
JHDCX - AILIX
75%
Closely correlated
+0.14%
JHQAX - AILIX
1%
Poorly correlated
+0.06%
More
Cavanal Hill Hedged Equity Income Instl (AILIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com