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CETAX Centerstone Investors A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chevron Corp (NYSE:CVX).

Industry description

The investment seeks long-term growth of capital. The fund will normally invest at least 60% of its net assets in equity and equity related securities and up to 40% of its total assets in fixed-income instruments. It may also invest in cash and cash equivalents. The fund primarily invests its assets in common stocks (and securities convertible into common stocks) of U.S. and foreign companies. It may also invest up to 10% of its total assets in precious metals such as gold or silver, or in instruments related to such precious metals such as commodity contracts, options on such contracts, structured notes and ETFs.

Market Cap

The average market capitalization across the Centerstone Investors A MF is 92.62B. The market cap for tickers in the group ranges from 1.1B to 292.97B. CVX holds the highest valuation in this group at 292.97B. The lowest valued company is TRS at 1.1B.

Volume

The average weekly volume growth across all stocks in the Centerstone Investors A MF was -37%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 40
Price Growth Rating: 54
SMR Rating: 54
Profit Risk Rating: 50
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
Centerstone Investors Trust135 5th AvenueNew York
Phone
(212) 503-5790
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
COHR80.983.06
+3.93%
Coherent Corp
GNSS3.43N/A
N/A
Genasys
FOXF39.63-0.50
-1.25%
Fox Factory Holding Corp
IIIV21.89-0.48
-2.15%
i3 Verticals
IMTE1.27-0.04
-3.05%
Integrated Media Technology Limited

CETAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CETAX has been closely correlated with CIBCX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if CETAX jumps, then CIBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CETAX
1D Price
Change %
CETAX100%
-0.16%
CIBCX - CETAX
90%
Closely correlated
-0.40%
CIREX - CETAX
87%
Closely correlated
-0.40%
CIRAX - CETAX
87%
Closely correlated
-0.38%
RIRAX - CETAX
87%
Closely correlated
-0.38%
CIRCX - CETAX
87%
Closely correlated
-0.40%
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