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AWEIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$33.85
Change
-$0.17 (-0.50%)
Net Assets
1.83B

AWEIX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD), Salesforce (NYSE:CRM).

Industry description

The investment seeks long-term capital appreciation and, secondarily, current income. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and other instruments that have economic characteristics similar to equity securities. It invests primarily in equity securities of U.S. and foreign issuers, and the fund may also invest up to 25% of its net assets in foreign securities. It may invest in the securities of issuers of all capitalization sizes; however, a substantial number of the issuers in which the fund invests are large-capitalization issuers.

Market Cap

The average market capitalization across the CIBC Atlas Disciplined Equity Instl MF is 1.7T. The market cap for tickers in the group ranges from 293.19B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is CRM at 293.19B.

Volume

The average weekly volume growth across all stocks in the CIBC Atlas Disciplined Equity Instl MF was 23%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 55
Price Growth Rating: 23
SMR Rating: 38
Profit Risk Rating: 15
Seasonality Score: -26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com