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AXVNX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$18.70
Change
+$0.07 (+0.38%)
Net Assets
32.64M

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

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are United States Steel Corp (NYSE:X).

Industry description

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 Adviser defines a small capitalization value company as any company that simultaneously meets the following two requirements: (i) be in the lowest 8% of U.S. aggregate market capitalization; and (ii) exhibit a low market value relative to its book value. 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.

Market Cap

The average market capitalization across the Acclivity Small Cap Value N MF is 7.87B. The market cap for tickers in the group ranges from 4.37B to 50.65B. SMCI holds the highest valuation in this group at 50.65B. The lowest valued company is RDN at 4.37B.

Volume

The average weekly volume growth across all stocks in the Acclivity Small Cap Value N MF was -3%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was 28%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 26
Price Growth Rating: 46
SMR Rating: 59
Profit Risk Rating: 35
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Northern Lights Fund Trust II(Innealta)4020 South 147th StreetOmaha
Phone
N/A
Web
www.innealtafunds.com
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AXVNX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AXVNX
1D Price
Change %
AXVNX100%
+0.38%
DFFVX - AXVNX
98%
Closely correlated
+0.47%
DFSVX - AXVNX
97%
Closely correlated
+0.51%
VISVX - AXVNX
91%
Closely correlated
+0.43%
VSIAX - AXVNX
91%
Closely correlated
+0.45%
VSIIX - AXVNX
90%
Closely correlated
+0.43%
More