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CETAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
165.93M

CETAX Centerstone Investors A Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

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 23B. The market cap for tickers in the group ranges from 3.43B to 58.16B. ORLY holds the highest valuation in this group at 58.16B. The lowest valued company is AI at 3.43B.

Volume

The average weekly volume growth across all stocks in the Centerstone Investors A MF was 34%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 48
Price Growth Rating: 48
SMR Rating: 59
Profit Risk Rating: 64
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Global Allocation
Address
Centerstone Investors Trust135 5th AvenueNew York
Phone
(212) 503-5790
Web
N/A
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CETAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, CETAX has been closely correlated with RIRBX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if CETAX jumps, then RIRBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CETAX
1D Price
Change %
CETAX100%
+0.26%
RIRBX - CETAX
91%
Closely correlated
-0.25%
RIREX - CETAX
91%
Closely correlated
-0.25%
RIRCX - CETAX
91%
Closely correlated
-0.25%
RIRFX - CETAX
91%
Closely correlated
-0.25%
CIBFX - CETAX
90%
Closely correlated
-0.25%
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