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AVEDX Ave Maria Rising Dividend Forecast, Technical & Fundamental Analysis

The investment seeks increasing dividend income over time, long-term growth of capital, and a reasonable level of current income... Show more

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

Notable companies

The most notable companies in this group are Mastercard (NYSE:MA), Texas Instruments (NASDAQ:TXN), Accenture PLC (NYSE:ACN), Lowe's Companies (NYSE:LOW), Diamondback Energy (NASDAQ:FANG).

Industry description

The investment seeks increasing dividend income over time, long-term growth of capital, and a reasonable level of current income. The fund will invest at least 80% of its net assets, including the amount of any borrowings for investment purposes, in the common stocks of dividend-paying companies that are expected to increase their dividends over time and to provide long-term growth of capital. Under normal circumstances, all of its equity investments (which include common stocks, preferred stocks and securities convertible into common stock) and at least 80% of the fund's net assets will be invested in companies meeting its religious criteria.

Market Cap

The average market capitalization across the Ave Maria Rising Dividend MF is 117.62B. The market cap for tickers in the group ranges from 5.54B to 422.07B. MA holds the highest valuation in this group at 422.07B. The lowest valued company is CHE at 5.54B.

Volume

The average weekly volume growth across all stocks in the Ave Maria Rising Dividend MF was 20%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 63
Price Growth Rating: 54
SMR Rating: 38
Profit Risk Rating: 64
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Details
Category
Large Blend
Address
C/O Ultimus Fund Solutions, LLC135 Merchant Street, Suite 230Cincinnati
Phone
5135873405
Web
www.schwartzvaluefund.com
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AVEDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AVEDX has been closely correlated with FXAIX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVEDX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVEDX
1D Price
Change %
AVEDX100%
N/A
FXAIX - AVEDX
84%
Closely correlated
N/A
VFINX - AVEDX
81%
Closely correlated
N/A
VFIAX - AVEDX
81%
Closely correlated
N/A
VFFSX - AVEDX
75%
Closely correlated
N/A
FWWMX - AVEDX
75%
Closely correlated
N/A
More
Ave Maria Rising Dividend (AVEDX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com