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CGVEX American Funds Global Insight 529-E Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO).

Industry description

The investment seeks to provide prudent growth of capital and conservation of principal. The fund invests primarily in common stocks of issuers around the world that the investment adviser believes have the potential for growth. It normally invests at least 80% of its net assets in equity-type securities. The fund allocates its assets among various countries, including the U.S. (but in no fewer than three countries). It invests significantly the United States (at least 40% of its net assets). The fund may invest up to 10% of its net assets in the securities of issuers based in emerging markets.

Market Cap

The average market capitalization across the American Funds Global Insight 529-E MF is 1.48T. The market cap for tickers in the group ranges from 159.18B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TTE at 159.18B.

Volume

The average weekly volume growth across all stocks in the American Funds Global Insight 529-E MF was 352%. For the same stocks of the MF, the average monthly volume growth was 476% and the average quarterly volume growth was 222%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 49
Price Growth Rating: 36
SMR Rating: 50
Profit Risk Rating: 13
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
American Funds Global Insight Fund6455 IRVINE CENTER DRIV
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AMTR66.960.27
+0.41%
ETRACS Alerian Midstream Energy TR ETN
XHYE39.570.04
+0.10%
BondBloxx US High Yield Energy Sctr ETF
HYDW47.25-0.09
-0.19%
Xtrackers Low Beta High Yield Bond ETF
RDIV49.91-0.21
-0.42%
Invesco S&P Ultra Dividend Revenue ETF
VTWO89.66-0.92
-1.02%
Vanguard Russell 2000 ETF

CGVEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CGVEX has been closely correlated with CWGCX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGVEX jumps, then CWGCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGVEX
1D Price
Change %
CGVEX100%
-0.58%
CWGCX - CGVEX
99%
Closely correlated
-0.24%
RWIBX - CGVEX
99%
Closely correlated
-0.22%
CWGFX - CGVEX
98%
Closely correlated
-0.22%
FWCGX - CGVEX
97%
Closely correlated
-0.22%
FCWGX - CGVEX
97%
Closely correlated
-0.24%
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