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CAPTX Canterbury Portfolio Thermostat I Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST).

Industry description

The investment seeks long-term risk-adjusted growth. The fund is designed to pursue risk-adjusted growth by maintaining an efficient portfolio exhibiting lower or decreasing portfolio volatility throughout variable market environments. The adviser employs a tactical methodology to adjust the portfolio's asset allocation and diversification to the changing market conditions. The fund will utilize broadly diversified liquid securities traded on major exchanges, primarily exchange traded funds ("ETFs").

Market Cap

The average market capitalization across the Canterbury Portfolio Thermostat I MF is 105.89B. The market cap for tickers in the group ranges from 59.25B to 413.71B. COST holds the highest valuation in this group at 413.71B. The lowest valued company is ROP at 59.25B.

Volume

The average weekly volume growth across all stocks in the Canterbury Portfolio Thermostat I MF was 0%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 86
P/E Growth Rating: 42
Price Growth Rating: 28
SMR Rating: 50
Profit Risk Rating: 15
Seasonality Score: -14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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CAPTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CAPTX has been closely correlated with ARAAX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAPTX jumps, then ARAAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAPTX
1D Price
Change %
CAPTX100%
-0.17%
ARAAX - CAPTX
73%
Closely correlated
-0.69%
ARANX - CAPTX
73%
Closely correlated
-0.69%
ACRIX - CAPTX
73%
Closely correlated
-0.69%
CARYX - CAPTX
59%
Loosely correlated
-0.89%
CRAZX - CAPTX
59%
Loosely correlated
-0.90%
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