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ARDEX
Mutual Fund ticker: NASDAQ
AS OF
Nov 20 closing price
Price
$6.02
Change
-$0.05 (-0.82%)
Net Assets
65.36M

ARDEX AMG River Road Dividend All Cap Value N Forecast, Technical & Fundamental Analysis

The investment seeks to provide high current income and, secondarily, long-term capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Oracle Corp (NYSE:ORCL), Comcast Corp (NASDAQ:CMCSA), United Parcel Service (NYSE:UPS), PNC Financial Services Group (NYSE:PNC), Corning (NYSE:GLW), Kinder Morgan (NYSE:KMI).

Industry description

The investment seeks to provide high current income and, secondarily, long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in equity securities. It invests in a diversified, all-cap portfolio of income-producing equity securities with yields that the subadviser believes will exceed that of the Russell 3000 Value Index. The fund invests primarily in dividend paying common stocks, publicly traded partnerships ("PTPs"), and real estate investment trusts ("REITs").

Market Cap

The average market capitalization across the AMG River Road Dividend All Cap Value N MF is 132.27B. The market cap for tickers in the group ranges from 837.52M to 566.62B. ORCL holds the highest valuation in this group at 566.62B. The lowest valued company is CCOI at 837.52M.

Volume

The average weekly volume growth across all stocks in the AMG River Road Dividend All Cap Value N MF was -8%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was 92%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 57
Price Growth Rating: 59
SMR Rating: 60
Profit Risk Rating: 48
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
AMG Funds IV600 Steamboat Road, Suite 300Greenwhich
Phone
N/A
Web
www.amgfunds.com
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ARDEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ARDEX has been closely correlated with RMFEX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARDEX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARDEX
1D Price
Change %
ARDEX100%
N/A
RMFEX - ARDEX
83%
Closely correlated
+0.82%
RMEBX - ARDEX
83%
Closely correlated
+0.81%
RMFCX - ARDEX
83%
Closely correlated
+0.83%
FFFMX - ARDEX
65%
Loosely correlated
+0.82%
FFMMX - ARDEX
64%
Loosely correlated
+0.83%
More