MENU

BIVRX Invenomic Investor Forecast, Technical & Fundamental Analysis

Category LongShort
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 Investor 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 Investor MF was 51%. For the same stocks of the MF, the average monthly volume growth was 71% and the average quarterly volume growth was 36%

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: 49
Price Growth Rating: 43
SMR Rating: 67
Profit Risk Rating: 73
Seasonality Score: 39 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XLE94.510.73
+0.78%
The Energy Select Sector SPDR® ETF
FTC143.47-0.03
-0.02%
First Trust Large Cap Gr AlphaDEX® ETF
AAPD17.05-0.09
-0.53%
Direxion Daily AAPL Bear 1X Shares
FGDL34.51-0.36
-1.03%
Franklin Responsibly Sourced Gold ETF
URNJ21.42-1.01
-4.50%
Sprott Junior Uranium Miners ETF

BIVRX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that BIVRX and CPCLX have been poorly correlated (+19% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BIVRX and CPCLX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BIVRX
1D Price
Change %
BIVRX100%
-0.29%
CPCLX - BIVRX
19%
Poorly correlated
+0.19%
QLENX - BIVRX
3%
Poorly correlated
+0.12%
QLERX - BIVRX
2%
Poorly correlated
+0.06%
NLSIX - BIVRX
-2%
Poorly correlated
-0.05%
NLSAX - BIVRX
-2%
Poorly correlated
N/A
More