Ad is loading...
MENU

AWEIX CIBC Atlas Disciplined Equity Instl Forecast, Technical & Fundamental Analysis

Category LargeBlend
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 3.48T. NVDA holds the highest valuation in this group at 3.48T. 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 49%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -4%

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: 66
Price Growth Rating: 33
SMR Rating: 30
Profit Risk Rating: 16
Seasonality Score: -1 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BNPQY31.750.54
+1.73%
BNP Paribas
SDVKY18.440.14
+0.77%
Sandvik AB
TORXF19.72-0.02
-0.12%
Torex Gold Resources, Inc.
CMSQY19.53-0.05
-0.26%
Computershare Ltd.
LISMF0.07-0.02
-22.22%
Lithium South Dev Corp.

AWEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AWEIX has been closely correlated with VFFSX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if AWEIX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AWEIX
1D Price
Change %
AWEIX100%
-1.56%
VFFSX - AWEIX
92%
Closely correlated
-1.31%
VTSMX - AWEIX
91%
Closely correlated
-1.31%
VSTSX - AWEIX
91%
Closely correlated
-1.31%
VTSAX - AWEIX
91%
Closely correlated
-1.31%
VITSX - AWEIX
91%
Closely correlated
-1.31%
More