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ARDGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$26.93
Change
-$0.06 (-0.22%)
Net Assets
24M

ARDGX Archer Dividend Growth Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Caterpillar (NYSE:CAT), Verizon Communications (NYSE:VZ), Lockheed Martin Corp (NYSE:LMT).

Industry description

The investment seeks to provide income and, as a secondary focus, long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its objective to provide income and, as a secondary focus, long-term capital appreciation, by investing at least 80% of its net assets in equity securities of large-capitalization companies, primarily in dividend-paying equity securities, consisting of common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts ("REITs"). It may invest up to 30% of its total assets in foreign securities.

Market Cap

The average market capitalization across the Archer Dividend Growth MF is 324.93B. The market cap for tickers in the group ranges from 20.5B to 1.12T. AVGO holds the highest valuation in this group at 1.12T. The lowest valued company is KOF at 20.5B.

Volume

The average weekly volume growth across all stocks in the Archer Dividend Growth MF was 53%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 36
Price Growth Rating: 47
SMR Rating: 33
Profit Risk Rating: 23
Seasonality Score: 24 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Archer Investment Series Trust9000 Keystone Crossing, Suite 630Indianapolis
Phone
(800)238-7701
Web
www.thearcherfunds.com
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ARDGX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARDGX
1D Price
Change %
ARDGX100%
-0.22%
FFFMX - ARDGX
90%
Closely correlated
-5.09%
FFMMX - ARDGX
89%
Closely correlated
-5.07%
VVIAX - ARDGX
89%
Closely correlated
-0.60%
VIVIX - ARDGX
89%
Closely correlated
-0.62%
VIVAX - ARDGX
89%
Closely correlated
-0.62%
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