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AQLGX Alta Quality Growth Institutional Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Adobe (NASDAQ:ADBE), Accenture PLC (NYSE:ACN).

Industry description

The investment seeks long-term growth of capital with lower than market volatility. Under normal conditions the fund invests at least 80% of the fund's net assets (plus the amount of any borrowings for investment purposes) in equity securities of large-capitalization and mid-capitalization companies. It may invest up to 20% of the fund's assets in securities of foreign companies, primarily indirectly through American Depositary Receipts (ADRs).

Market Cap

The average market capitalization across the Alta Quality Growth Institutional MF is 915.69B. The market cap for tickers in the group ranges from 19.78B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MKL at 19.78B.

Volume

The average weekly volume growth across all stocks in the Alta Quality Growth Institutional MF was 38%. For the same stocks of the MF, the average monthly volume growth was 62% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 62
Price Growth Rating: 48
SMR Rating: 38
Profit Risk Rating: 26
Seasonality Score: 20 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LADIX25.18-0.10
-0.40%
ClearBridge Tactical Dividend Income I
TGVNX30.74-0.18
-0.58%
TCW Relative Value Mid Cap N
EIVPX15.69-0.11
-0.70%
Parametric Volatil Risk Prm-Defensv I
AMFFX58.50-0.51
-0.86%
American Funds American Mutual F1
FZACX42.07-0.60
-1.41%
Fidelity Advisor Diversified Stock Z

AQLGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AQLGX has been closely correlated with GFACX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if AQLGX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AQLGX
1D Price
Change %
AQLGX100%
-1.78%
GFACX - AQLGX
90%
Closely correlated
-1.65%
RGAGX - AQLGX
83%
Closely correlated
-1.66%
GFFFX - AQLGX
83%
Closely correlated
-1.64%
AGTHX - AQLGX
83%
Closely correlated
-1.65%
RGAHX - AQLGX
83%
Closely correlated
-1.66%
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