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APLIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$12.72
Change
-$0.04 (-0.31%)
Net Assets
28.55M

APLIX Cavanal Hill Hedged Equity Income Inv 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), AstraZeneca PLC (NASDAQ:AZN), Merck & Co (NYSE:MRK), 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 Inv MF is 155.86B. The market cap for tickers in the group ranges from 4.84B to 365.13B. ABBV holds the highest valuation in this group at 365.13B. The lowest valued company is MSM at 4.84B.

Volume

The average weekly volume growth across all stocks in the Cavanal Hill Hedged Equity Income Inv MF was 31%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -27%

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: 52
Price Growth Rating: 48
SMR Rating: 51
Profit Risk Rating: 33
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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

Correlation & Price change

A.I.dvisor indicates that over the last year, APLIX has been closely correlated with JHQCX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if APLIX jumps, then JHQCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APLIX
1D Price
Change %
APLIX100%
N/A
JHQCX - APLIX
95%
Closely correlated
N/A
JHQAX - APLIX
95%
Closely correlated
N/A
JHEQX - APLIX
95%
Closely correlated
N/A
JHQPX - APLIX
95%
Closely correlated
N/A
JHQRX - APLIX
95%
Closely correlated
N/A
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