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CIVQX Clifford Capital Intl Val Spr Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are HSBC Holdings PLC (NYSE:HSBC).

Industry description

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund invests primarily in equity securities of non-U.S. companies with a market capitalization of USD $10 billion or greater at time of original purchase that the fund’s investment adviser, believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. It may invest up to 20% of the portfolio in securities of issuers located in emerging market countries.

Market Cap

The average market capitalization across the Clifford Capital Intl Val Spr Instl MF is 61.14B. The market cap for tickers in the group ranges from 10.4M to 213.22B. SHEL holds the highest valuation in this group at 213.22B. The lowest valued company is SGE at 10.4M.

Volume

The average weekly volume growth across all stocks in the Clifford Capital Intl Val Spr Instl MF was 28%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -24%

Fundamental Analysis Ratings

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

Valuation Rating: 42
P/E Growth Rating: 39
Price Growth Rating: 47
SMR Rating: 67
Profit Risk Rating: 82
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Foreign Large Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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CIVQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CIVQX has been closely correlated with OAKIX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if CIVQX jumps, then OAKIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CIVQX
1D Price
Change %
CIVQX100%
+0.19%
OAKIX - CIVQX
84%
Closely correlated
-0.08%
OAZIX - CIVQX
81%
Closely correlated
-0.08%
OANIX - CIVQX
81%
Closely correlated
-0.08%
OAYIX - CIVQX
81%
Closely correlated
-0.08%
DOXFX - CIVQX
78%
Closely correlated
-0.25%
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