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AVEFX Ave Maria Bond Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM).

Industry description

The investment seeks preservation of principal with a reasonable level of current income. The fund invests primarily (80% or more of its net assets, including the amount of any borrowings for investment purposes) in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities and money market instruments. It may invest up to 20% of its net assets in equity securities (which includes preferred stocks, common stocks paying dividends and securities convertible into common stock) of domestic or foreign issuers of any market capitalization.

Market Cap

The average market capitalization across the Ave Maria Bond MF is 116.17B. The market cap for tickers in the group ranges from 32.74B to 461.22B. XOM holds the highest valuation in this group at 461.22B. The lowest valued company is CCEP at 32.74B.

Volume

The average weekly volume growth across all stocks in the Ave Maria Bond MF was -8%. For the same stocks of the MF, the average monthly volume growth was -31% 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: 54
P/E Growth Rating: 48
Price Growth Rating: 42
SMR Rating: 39
Profit Risk Rating: 41
Seasonality Score: -2 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ConservativeAllocation

Profile
Fundamentals
Details
Category
Conservative Allocation
Address
C/O Ultimus Fund Solutions, LLC135 Merchant Street, Suite 230Cincinnati
Phone
N/A
Web
www.avemariafunds.com
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AVEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AVEFX has been closely correlated with FTDWX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVEFX jumps, then FTDWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVEFX
1D Price
Change %
AVEFX100%
-0.16%
FTDWX - AVEFX
85%
Closely correlated
-0.29%
AAHYX - AVEFX
85%
Closely correlated
-0.28%
FTCWX - AVEFX
84%
Closely correlated
-0.22%
FTIWX - AVEFX
84%
Closely correlated
-0.29%
FTAWX - AVEFX
84%
Closely correlated
-0.29%
More