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AVPEX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$13.90
Change
-$0.11 (-0.79%)
Net Assets
22.41M

AVPEX ALPS Global Opportunity Portfolio Cl III Forecast, Technical & Fundamental Analysis

The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

Industry description

The investment seeks to maximize total return, which consists of appreciation on its investments and a variable income stream. The portfolio will invest at least 80% of its net assets in securities of U.S. and non-U.S. companies, including those in emerging markets, listed on a national securities exchange, or foreign equivalent, that have a majority of their assets invested in or exposed to private companies or have as their stated intention to have a majority of their assets invested in or exposed to private companies ("Listed Private Equity Companies"). The fund is non-diversified.

Market Cap

The average market capitalization across the ALPS Global Opportunity Portfolio Cl III MF is 75.54B. The market cap for tickers in the group ranges from 20.8M to 133.97B. BX holds the highest valuation in this group at 133.97B. The lowest valued company is HGT at 20.8M.

Volume

The average weekly volume growth across all stocks in the ALPS Global Opportunity Portfolio Cl III MF was 24%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 45
Price Growth Rating: 36
SMR Rating: 61
Profit Risk Rating: 35
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
ALPS Variable Investment Trust1290 Broadway, Suite 1100Denver
Phone
(866) 432-2926
Web
www.alpsfunds.com
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AVPEX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AVPEX
1D Price
Change %
AVPEX100%
N/A
CSPAX - AVPEX
85%
Closely correlated
-0.25%
RSEBX - AVPEX
84%
Closely correlated
-0.24%
RSLDX - AVPEX
84%
Closely correlated
-0.24%
FSWFX - AVPEX
84%
Closely correlated
-0.24%
FSFWX - AVPEX
84%
Closely correlated
-0.24%
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