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AWYIX CIBC Atlas Equity Income Institutional Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Eli Lilly & Co (NYSE:LLY), AstraZeneca PLC (NASDAQ:AZN), Abbott Laboratories (NYSE:ABT), Elevance Health (NYSE:ELV), Enterprise Products Partners LP (NYSE:EPD).

Industry description

The investment seeks current income and long-term capital appreciation. The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30% of its net assets in securities of "foreign issuers." It may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.

Market Cap

The average market capitalization across the CIBC Atlas Equity Income Institutional MF is 732.38B. The market cap for tickers in the group ranges from 43.72B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LHX at 43.72B.

Volume

The average weekly volume growth across all stocks in the CIBC Atlas Equity Income Institutional MF was 236%. For the same stocks of the MF, the average monthly volume growth was 266% and the average quarterly volume growth was 127%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 56
Price Growth Rating: 36
SMR Rating: 49
Profit Risk Rating: 21
Seasonality Score: -35 (-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
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AWYIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AWYIX has been closely correlated with FXAIX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if AWYIX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AWYIX
1D Price
Change %
AWYIX100%
-0.02%
FXAIX - AWYIX
80%
Closely correlated
-0.19%
VTSAX - AWYIX
77%
Closely correlated
-0.25%
VSTSX - AWYIX
77%
Closely correlated
-0.25%
VITSX - AWYIX
77%
Closely correlated
-0.25%
VTSMX - AWYIX
77%
Closely correlated
-0.24%
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