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AVERX Ave Maria Value Focused Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Intel Corp (NASDAQ:INTC), Chevron Corp (NYSE:CVX), Occidental Petroleum Corp (NYSE:OXY), Expand Energy Corporation (NASDAQ:EXE).

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (which include common stocks, preferred stocks and securities convertible into common stocks). It may invest in the securities of companies of any size, regardless of market capitalization. The fund may also invest in exchange-traded funds ("ETFs") if the Adviser believes it is advisable to expose the fund to the broad market or to broad market sectors or to hedge against market risk without purchasing a large number of individual securities. The fund is non-diversified.

Market Cap

The average market capitalization across the Ave Maria Value Focused MF is 121.57B. The market cap for tickers in the group ranges from 1.5B to 512.72B. INTC holds the highest valuation in this group at 512.72B. The lowest valued company is WBI at 1.5B.

Volume

The average weekly volume growth across all stocks in the Ave Maria Value Focused MF was -25%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -46%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 67
Price Growth Rating: 41
SMR Rating: 63
Profit Risk Rating: 62
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, AVERX has been loosely correlated with VIMAX. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if AVERX jumps, then VIMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVERX
1D Price
Change %
AVERX100%
-0.83%
VIMAX - AVERX
52%
Loosely correlated
-0.53%
VIMSX - AVERX
52%
Loosely correlated
-0.54%
VMCIX - AVERX
52%
Loosely correlated
-0.53%
VMCPX - AVERX
51%
Loosely correlated
-0.53%
VEMPX - AVERX
44%
Loosely correlated
-0.36%
Ave Maria Value Focused (AVERX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com