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BIVIX
Mutual Fund ticker: NASDAQ
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BIVIX price forecast, quote, news & analysis

Category: @Long-Short
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are AT&T (NYSE:T), PayPal Holdings (NASDAQ:PYPL), eBay (NASDAQ:EBAY), Zoom Video Communications (NASDAQ:ZM), Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks long term capital appreciation. The fund invests primarily in both long and short positions in equity securities principally traded in United States markets. Under normal market conditions, the Sub-Adviser seeks to be fully invested in the long portfolio (greater than 80%), while allowing the size of the short portfolio to fluctuate based on the market opportunity. The fund may invest in equity securities of any type and across all market capitalizations. It may invest in securities of companies operating less than three years ("unseasoned issuers") and in initial public offerings of securities ("IPO").

Market Cap

The average market capitalization across the Invenomic Institutional MF is 32.29B. The market cap for tickers in the group ranges from 2.79B to 125.89B. T holds the highest valuation in this group at 125.89B. The lowest valued company is PENN at 2.79B.

Volume

The average weekly volume growth across all stocks in the Invenomic Institutional MF was 2%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 48
Price Growth Rating: 43
SMR Rating: 67
Profit Risk Rating: 73
Seasonality Score: 52 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Northern Lights Fund Trust II (Ascentia)4020 South 147th StreetOmaha
Phone
N/A
Web
www.ascentiafunds.com