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APGRX Yorktown Growth Institutional Forecast, Technical & Fundamental Analysis

Category WorldStock
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are KLA Corp (NASDAQ:KLAC), Ingersoll Rand (NYSE:IR), CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks growth of capital. The fund invests in securities that, in the opinion of Yorktown Management & Research Company, Inc. (the "Adviser"), offer the opportunity for growth of capital. It can include stocks of any size, within any sector, and at times the Adviser may emphasize one or more particular sectors. The fund may also invest in other U.S. and foreign securities, including securities convertible into common stock and securities issued through private placements, and securities issued by investment companies ("underlying funds").

Market Cap

The average market capitalization across the Yorktown Growth Institutional MF is 40.93B. The market cap for tickers in the group ranges from 6.17B to 96.13B. KLAC holds the highest valuation in this group at 96.13B. The lowest valued company is QLYS at 6.17B.

Volume

The average weekly volume growth across all stocks in the Yorktown Growth Institutional MF was 30%. For the same stocks of the MF, the average monthly volume growth was 89% and the average quarterly volume growth was 81%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 59
Price Growth Rating: 51
SMR Rating: 48
Profit Risk Rating: 23
Seasonality Score: -24 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
API Funds & Portfolios2303 Yorktown Ave.Lynchburg
Phone
800-544-6060
Web
www.apifunds.com
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APGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APGRX has been closely correlated with RSLEX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if APGRX jumps, then RSLEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APGRX
1D Price
Change %
APGRX100%
-0.75%
RSLEX - APGRX
98%
Closely correlated
-0.49%
RSLBX - APGRX
98%
Closely correlated
-0.47%
SFCWX - APGRX
96%
Closely correlated
-0.48%
FSFWX - APGRX
96%
Closely correlated
-0.48%
RSEBX - APGRX
96%
Closely correlated
-0.49%
More