MENU

CESGX Coho Relative Value ESG Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Walt Disney Company (The) (NYSE:DIS), Lowe's Companies (NYSE:LOW), Microchip Technology (NASDAQ:MCHP), Dollar General Corp (NYSE:DG).

Industry description

The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of ESG Companies. Its investments in equity securities will primarily consist of common stocks. The fund focuses its investments in dividend paying equity securities issued by larger-capitalization ("larger cap") companies. It may also invest up to 20% of its total assets in foreign securities, including sponsored and unsponsored American Depositary Receipts ("ADRs).

Market Cap

The average market capitalization across the Coho Relative Value ESG MF is 121.07B. The market cap for tickers in the group ranges from 16.78B to 380.22B. JNJ holds the highest valuation in this group at 380.22B. The lowest valued company is DG at 16.78B.

Volume

The average weekly volume growth across all stocks in the Coho Relative Value ESG MF was 28%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 55
Price Growth Rating: 44
SMR Rating: 35
Profit Risk Rating: 44
Seasonality Score: 43 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LUSIX12.120.11
+0.92%
Lazard US Systematic Small Cap Eq Ins
DBOYX25.570.05
+0.20%
BNY Mellon Balanced Opportunity Y
ETTGX120.740.05
+0.04%
Eaton Vance Tx-Mgd Growth 1.1 A
DGFYX32.58-0.08
-0.24%
Davis Global Y
ODMAX40.67-0.33
-0.80%
Invesco Developing Markets A

CESGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CESGX has been closely correlated with FFFMX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if CESGX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CESGX
1D Price
Change %
CESGX100%
+0.32%
FFFMX - CESGX
88%
Closely correlated
-0.23%
FFMMX - CESGX
87%
Closely correlated
-0.23%
VVIAX - CESGX
87%
Closely correlated
+0.26%
VIVIX - CESGX
86%
Closely correlated
+0.24%
VIVAX - CESGX
86%
Closely correlated
+0.24%
More