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AWIIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$16.29
Change
-$0.32 (-1.93%)
Net Assets
713.79M

AWIIX price forecast, quote, news & analysis

A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Home Depot (NYSE:HD).

Industry description

The investment seeks current income and long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in income producing securities. The fund invests in a combination of common stock, preferred stock, convertible securities, fixed income securities (including corporate bonds, mortgage-backed and asset-backed securities, U.S. government securities, and money market instruments) and other investment companies (including exchange-traded funds ("ETFs") and closed-end investment companies ("closed-end funds").

Market Cap

The average market capitalization across the CIBC Atlas Income Opportunities Instl MF is 1.38T. The market cap for tickers in the group ranges from 380.15B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HD at 380.15B.

Volume

The average weekly volume growth across all stocks in the CIBC Atlas Income Opportunities Instl MF was 75%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 31
Price Growth Rating: 27
SMR Rating: 49
Profit Risk Rating: 11
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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