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APITX Yorktown Growth L 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 L MF is 40.98B. 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 L MF was -14%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 30%

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: 60
Price Growth Rating: 56
SMR Rating: 48
Profit Risk Rating: 24
Seasonality Score: -29 (-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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APITX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, APITX has been closely correlated with RSLBX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if APITX jumps, then RSLBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APITX
1D Price
Change %
APITX100%
+0.08%
RSLBX - APITX
97%
Closely correlated
-0.27%
SFCWX - APITX
96%
Closely correlated
-0.27%
FSFWX - APITX
96%
Closely correlated
-0.26%
RSEBX - APITX
96%
Closely correlated
-0.27%
RSLDX - APITX
96%
Closely correlated
-0.27%
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