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CMALX Crawford Multi-Asset Income Forecast, Technical & Fundamental Analysis

The investment seeks to provide current income... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are ABBVIE (NYSE:ABBV), Kinder Morgan (NYSE:KMI).

Industry description

The investment seeks to provide current income. The fund pursues a multi-asset income strategy with the primary objective of generating current income. It invests primarily in dividend paying common stocks, preferred stocks, corporate bonds, U.S. government securities, convertible bonds and real estate investment trusts ("REITs"). Under normal circumstances, the fund will invest at least 80% of its assets in income producing securities. The fund may invest in equity securities of foreign issuers, directly or indirectly through American Depositary Receipts ("ADRs") or other types of depositary receipts.

Market Cap

The average market capitalization across the Crawford Multi-Asset Income MF is 128.44B. The market cap for tickers in the group ranges from 4.4B to 454.36B. ABBV holds the highest valuation in this group at 454.36B. The lowest valued company is KNTK at 4.4B.

Volume

The average weekly volume growth across all stocks in the Crawford Multi-Asset Income MF was 14%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -0%

Fundamental Analysis Ratings

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

Valuation Rating: 19
P/E Growth Rating: 59
Price Growth Rating: 40
SMR Rating: 41
Profit Risk Rating: 22
Seasonality Score: 34 (-100 ... +100)
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published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
Unified Series Trust (Crawford)2960 North Meridian Street, Suite 300Indianapolis
Phone
(317) 917-7000
Web
www.crawfordinvestment.com
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CMALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CMALX has been closely correlated with VBIAX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMALX jumps, then VBIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMALX
1D Price
Change %
CMALX100%
N/A
VBIAX - CMALX
86%
Closely correlated
N/A
VBINX - CMALX
86%
Closely correlated
N/A
VBAIX - CMALX
85%
Closely correlated
N/A
CLBAX - CMALX
71%
Closely correlated
+0.22%
CLBCX - CMALX
70%
Closely correlated
+0.25%
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