MENU

CLFFX Lone Peak Value Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are American Express Company (NYSE:AXP), Kraft Heinz Company (The) (NASDAQ:KHC).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of companies of any size 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. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

Market Cap

The average market capitalization across the Lone Peak Value Investor MF is 34.19B. The market cap for tickers in the group ranges from 1.31B to 241.84B. AXP holds the highest valuation in this group at 241.84B. The lowest valued company is CTBI at 1.31B.

Volume

The average weekly volume growth across all stocks in the Lone Peak Value Investor MF was -8%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was -35%

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: 57
Price Growth Rating: 45
SMR Rating: 46
Profit Risk Rating: 61
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Details
Category
Mid-Cap Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PCHSX36.11N/A
N/A
Putnam Global Health Care C
BMGCX21.56N/A
N/A
BlackRock Mid-Cap Growth Equity Inv C
GHAAX52.65N/A
N/A
VanEck Global Resources Fund A
LMCJX9.58N/A
N/A
Miller Income A
VTSAX181.42N/A
N/A
Vanguard Total Stock Mkt Idx Adm

CLFFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLFFX has been closely correlated with JVMRX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLFFX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLFFX
1D Price
Change %
CLFFX100%
N/A
JVMRX - CLFFX
83%
Closely correlated
N/A
MVCAX - CLFFX
83%
Closely correlated
N/A
VEVYX - CLFFX
75%
Closely correlated
N/A
JVMIX - CLFFX
72%
Closely correlated
N/A
FLPSX - CLFFX
44%
Loosely correlated
N/A
More
Lone Peak Value Investor (CLFFX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com