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AXMNX Acclivity Mid Cap Multi-Style N Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Regions Financial Corp (NYSE:RF), Southwest Airlines Co (NYSE:LUV).

Industry description

The investment seeks long term capital appreciation. Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5% of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80% of U.S. aggregate market capitalization nor in the lowest 8% of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80% of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.

Market Cap

The average market capitalization across the Acclivity Mid Cap Multi-Style N MF is 17.89B. The market cap for tickers in the group ranges from 11.99B to 25.05B. BLDR holds the highest valuation in this group at 25.05B. The lowest valued company is DINO at 11.99B.

Volume

The average weekly volume growth across all stocks in the Acclivity Mid Cap Multi-Style N MF was 25%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was 80%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 33
Price Growth Rating: 41
SMR Rating: 63
Profit Risk Rating: 38
Seasonality Score: 50 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Northern Lights Fund Trust II (Ascentia)4020 South 147th StreetOmaha
Phone
N/A
Web
www.ascentiafunds.com
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AXMNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AXMNX has been closely correlated with FSMDX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if AXMNX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AXMNX
1D Price
Change %
AXMNX100%
+0.95%
FSMDX - AXMNX
98%
Closely correlated
+0.50%
FSMAX - AXMNX
88%
Closely correlated
+1.07%
VIMAX - AXMNX
87%
Closely correlated
+0.12%
VMCIX - AXMNX
87%
Closely correlated
+0.13%
VIMSX - AXMNX
86%
Closely correlated
+0.12%
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