AXVNX Acclivity Small Cap Value N Forecast, Technical & Fundamental Analysis

The most notable companies in this group are DaVita (NYSE:DVA), Lincoln National Corp (NYSE:LNC), Bread Financial Holdings (NYSE:BFH).

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its total assets in equity securities of small cap U.S. companies. The fund will normally invest 5% or less of its total assets in futures, although it can invest up to 20% of its total assets in such instruments. The fund will also use futures and options on futures contracts for U.S. equity securities and indices, and exchange-traded-funds ("ETFs") to adjust market exposure or manage cash needs.

The average market capitalization across the Acclivity Small Cap Value N MF is 7.93B. The market cap for tickers in the group ranges from 2.88B to 12.82B. COKE holds the highest valuation in this group at 12.82B. The lowest valued company is BHF at 2.88B.

The average weekly volume growth across all stocks in the Acclivity Small Cap Value N MF was 2%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -33%