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ATGAX Aquila Opportunity Growth A Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Micron Technology (NASDAQ:MU), MetLife (NYSE:MET), Splunk (NASDAQ:SPLK), Take-Two Interactive Software (NASDAQ:TTWO), Illumina (NASDAQ:ILMN), Ambarella (NASDAQ:AMBA).

Industry description

The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the fund's 70% policy.

Market Cap

The average market capitalization across the Aquila Opportunity Growth A MF is 45.45B. The market cap for tickers in the group ranges from 2.08B to 147.34B. ARM holds the highest valuation in this group at 147.34B. The lowest valued company is AMBA at 2.08B.

Volume

The average weekly volume growth across all stocks in the Aquila Opportunity Growth A MF was -1%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 40
Price Growth Rating: 49
SMR Rating: 81
Profit Risk Rating: 68
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Aquila Funds Trust120 West 45th Street, Suite 3600New York
Phone
N/A
Web
www.aquilafunds.com
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ATGAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ATGAX has been closely correlated with FSMAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if ATGAX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ATGAX
1D Price
Change %
ATGAX100%
-0.28%
FSMAX - ATGAX
94%
Closely correlated
+0.04%
FSMDX - ATGAX
92%
Closely correlated
-0.12%
VSEMX - ATGAX
92%
Closely correlated
+0.03%
VIEIX - ATGAX
89%
Closely correlated
+0.03%
VEMPX - ATGAX
89%
Closely correlated
+0.03%
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