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CFGIX Cromwell Foresight Glbl Sust InfrasInstl Forecast, Technical & Fundamental Analysis

Category Industrials
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are American Tower Corp (NYSE:AMT).

Industry description

The investment seeks to achieve capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of sustainable infrastructure companies. The fund will invest directly in the shares of companies, ETFs or units of master limited partnerships that, in each case, invest in infrastructure companies and are publicly-traded (listed) on stock exchanges in developed markets, meaning North America, Western Europe and Asia Pacific (specifically Australia, New Zealand, Singapore, Japan, Hong Kong); and that own and operate real infrastructure or sustainable assets anywhere in the world. The fund is non-diversified.

Market Cap

The average market capitalization across the Cromwell Foresight Glbl Sust InfrasInstl MF is 23.73B. The market cap for tickers in the group ranges from 1.09B to 90.01B. AMT holds the highest valuation in this group at 90.01B. The lowest valued company is BLX at 1.09B.

Volume

The average weekly volume growth across all stocks in the Cromwell Foresight Glbl Sust InfrasInstl MF was -67%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 65
Price Growth Rating: 52
SMR Rating: 54
Profit Risk Rating: 66
Seasonality Score: 41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Industrials

Profile
Fundamentals
Details
Category
Infrastructure
Address
Total Fund SolutionU.S. BANK GLOBAL FUND SERVICES 615 E. MICHIGAN STREET
Phone
626-914-7363
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JCPRX23.61N/A
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JPMorgan US Large Cap Core Plus R5
TETIX18.87N/A
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RBC Enterprise I
SEBLX28.50-0.01
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Touchstone Balanced A
RGBLX38.45-0.16
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American Funds Global Balanced R1
FTTEX11.78-0.09
-0.76%
Fidelity Advisor Total Intl Equity M

CFGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CFGIX has been closely correlated with CSUZX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CFGIX jumps, then CSUZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFGIX
1D Price
Change %
CFGIX100%
-0.88%
CSUZX - CFGIX
79%
Closely correlated
-0.36%
RGFTX - CFGIX
78%
Closely correlated
-0.73%
CSURX - CFGIX
77%
Closely correlated
-0.32%
JEEIX - CFGIX
73%
Closely correlated
-0.39%
VCRVX - CFGIX
66%
Closely correlated
-0.44%
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