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APRAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
23.55M

APRAX AAM/Phocas Real Estate A Forecast, Technical & Fundamental Analysis

Category RealEstate
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT), Simon Property Group (NYSE:SPG).

Industry description

The investment seeks long-term total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of equity real estate investment trusts ("REITs") and companies of any size market capitalization which primarily own, manage and invest in underlying real estate assets. Therefore, it invests at least 25% of its net assets (i.e., concentrates) in the real estate industry. The fund is non-diversified.

Market Cap

The average market capitalization across the AAM/Phocas Real Estate A MF is 31.3B. The market cap for tickers in the group ranges from 893.21M to 105.83B. PLD holds the highest valuation in this group at 105.83B. The lowest valued company is CSR at 893.21M.

Volume

The average weekly volume growth across all stocks in the AAM/Phocas Real Estate A MF was -30%. For the same stocks of the MF, the average monthly volume growth was 59% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 56
Price Growth Rating: 57
SMR Rating: 67
Profit Risk Rating: 57
Seasonality Score: -44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
INVESTMENT MANAGERS SERIES TRUST803 W. Michigan St.Milwaukee
Phone
1-770-350-8700
Web
http://www.lsthetafund.com/
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APRAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, APRAX has been closely correlated with DFREX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if APRAX jumps, then DFREX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APRAX
1D Price
Change %
APRAX100%
-0.63%
DFREX - APRAX
96%
Closely correlated
-0.77%
VGSNX - APRAX
95%
Closely correlated
-0.70%
VGSLX - APRAX
95%
Closely correlated
-0.73%
VGSIX - APRAX
95%
Closely correlated
-0.73%
CSJZX - APRAX
89%
Closely correlated
-0.84%
More