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ARUIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$11.83
Change
-$0.09 (-0.76%)
Net Assets
1.2M

ARUIX ARGA Value Institutional Forecast, Technical & Fundamental Analysis

Category MidCapValue
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 78.35B. The market cap for tickers in the group ranges from 4.39B to 175.45B. QCOM holds the highest valuation in this group at 175.45B. 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 8% and the average quarterly volume growth was -31%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 53
Price Growth Rating: 35
SMR Rating: 38
Profit Risk Rating: 42
Seasonality Score: 68 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A
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ARUIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ARUIX has been closely correlated with JVMTX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARUIX jumps, then JVMTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARUIX
1D Price
Change %
ARUIX100%
-0.77%
JVMTX - ARUIX
87%
Closely correlated
-1.15%
VMVIX - ARUIX
87%
Closely correlated
-0.80%
VMVAX - ARUIX
87%
Closely correlated
-0.80%
VIVAX - ARUIX
87%
Closely correlated
-0.62%
VVIAX - ARUIX
87%
Closely correlated
-0.60%
More