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CFMDX Clarkston Founders Founders Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Charles Schwab Corp (The) (NYSE:SCHW), Anheuser-Busch INBEV SA/NV (NYSE:BUD), FedEx Corp (NYSE:FDX), Molson Coors Beverage Company (NYSE:TAP).

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of medium-capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.

Market Cap

The average market capitalization across the Clarkston Founders Founders MF is 42.09B. The market cap for tickers in the group ranges from 3.08B to 132.03B. SCHW holds the highest valuation in this group at 132.03B. The lowest valued company is CLVT at 3.08B.

Volume

The average weekly volume growth across all stocks in the Clarkston Founders Founders MF was -5%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 52
Price Growth Rating: 47
SMR Rating: 68
Profit Risk Rating: 57
Seasonality Score: 56 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
ALPS Series Trust1290 Broadway, Suite 1100Denver
Phone
303.623.5277
Web
www.clarkstonfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ISIIX11.07-0.06
-0.54%
Voya International Index Port S2
JVSIX17.92-0.15
-0.83%
Janus Henderson Small-Mid Cap Value I
RFNEX85.85-1.26
-1.45%
American Funds Fundamental Invs R4
APSDX17.87-0.38
-2.08%
NYLI Fiera SMID Growth Class R6
QUACX28.25-0.62
-2.15%
AB Small Cap Growth C

CFMDX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFMDX
1D Price
Change %
CFMDX100%
-0.99%
MVCAX - CFMDX
79%
Closely correlated
-0.65%
JVMRX - CFMDX
74%
Closely correlated
-0.73%
VEVYX - CFMDX
73%
Closely correlated
-0.70%
JVMAX - CFMDX
72%
Closely correlated
-0.77%
JVMIX - CFMDX
70%
Closely correlated
-0.73%
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