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BCGDX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$15.98
Change
+$0.12 (+0.76%)
Net Assets
73.97M

BCGDX 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), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), Merck & Co (NYSE:MRK), Coca-Cola Company (NYSE:KO), QUALCOMM (NASDAQ:QCOM), Morgan Stanley (NYSE:MS).

Industry description

The investment seeks current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the fund's purchase of the security. It will invest, under normal market conditions, in at least three different countries, one of which will be the United States. The fund will also invest at least 40% of its assets in foreign securities.

Market Cap

The average market capitalization across the Blue Current Global Dividend Instl MF is 614.38B. The market cap for tickers in the group ranges from 61.7B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HTHIY at 61.7B.

Volume

The average weekly volume growth across all stocks in the Blue Current Global Dividend Instl MF was 86%. For the same stocks of the MF, the average monthly volume growth was 247% and the average quarterly volume growth was 47%

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: 49
Price Growth Rating: 42
SMR Rating: 38
Profit Risk Rating: 20
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Ultimus Managers Trust (Blue Current)225 PICTORIA DRIVECINCINNATI
Phone
N/A
Web
www.bluecurrentfunds.com