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ARUIX ARGA Value Institutional Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are QUALCOMM (NASDAQ:QCOM), Goldman Sachs Group (NYSE:GS), Citigroup (NYSE:C), Micron Technology (NASDAQ:MU), Gilead Sciences (NASDAQ:GILD), Las Vegas Sands Corp (NYSE:LVS), Signet Jewelers Limited (NYSE:SIG).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies and in other financial instruments, such as shares of exchange-traded funds (“ETFs”), that have similar economic characteristics to such securities.

Market Cap

The average market capitalization across the ARGA Value Institutional MF is 77.1B. The market cap for tickers in the group ranges from 4.39B to 178.32B. QCOM holds the highest valuation in this group at 178.32B. The lowest valued company is SIG at 4.39B.

Volume

The average weekly volume growth across all stocks in the ARGA Value Institutional MF was 10%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 51
Price Growth Rating: 35
SMR Rating: 37
Profit Risk Rating: 43
Seasonality Score: 48 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GEMPX12.10-0.04
-0.33%
Goldman Sachs Emerging Mkts Eq ex. Chn P
DIHRX12.56-0.10
-0.79%
DFA Intl Hi Relatv Profitability Instl
CAMUX24.97-0.26
-1.03%
Cambiar SMID Institutional
LGOVX31.84-0.38
-1.18%
Lord Abbett Growth Opportunities R6
VSMIX27.97-0.48
-1.69%
Invesco Small Cap Value Y

ARUIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ARUIX has been closely correlated with DOXGX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARUIX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARUIX
1D Price
Change %
ARUIX100%
-0.08%
DOXGX - ARUIX
88%
Closely correlated
-0.70%
DODGX - ARUIX
88%
Closely correlated
-0.70%
VIVAX - ARUIX
88%
Closely correlated
-0.38%
VVIAX - ARUIX
88%
Closely correlated
-0.39%
VIVIX - ARUIX
88%
Closely correlated
-0.38%
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