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COGMX AXS Market Neutral Inv Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST), Cigna Group (The) (NYSE:CI), CVS HEALTH Corp (NYSE:CVS), Incyte Corp (NASDAQ:INCY).

Industry description

The investment seeks long-term growth of capital independent of stock market direction. The fund seeks to achieve its investment objective by balancing “long” and “short” positions. To do this, the fund will buy (take long positions in) equity securities of U.S. companies that the fund’s advisor, AXS Investments LLC (the “Advisor”) believes are undervalued and more likely to appreciate and, at the same time, borrow and then sell (take short positions in) equity securities of U.S. companies that the Advisor believes are likely to underperform the long positions over time.

Market Cap

The average market capitalization across the AXS Market Neutral Inv MF is 85.8B. The market cap for tickers in the group ranges from 13.36B to 401.9B. COST holds the highest valuation in this group at 401.9B. The lowest valued company is SJM at 13.36B.

Volume

The average weekly volume growth across all stocks in the AXS Market Neutral Inv MF was 30%. For the same stocks of the MF, the average monthly volume growth was 71% and the average quarterly volume growth was 64%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 37
Price Growth Rating: 44
SMR Rating: 54
Profit Risk Rating: 53
Seasonality Score: 46 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Equity Market Neutral
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GCIAX14.29-0.10
-0.69%
Goldman Sachs Intl Eq Insghts A
WEUSX12.57-0.10
-0.79%
SEI World Equity Ex-US A (SIIT)
MUNDX27.63-0.23
-0.83%
Mundoval
GMXRX17.63-0.19
-1.07%
Nationwide Mid Cap Market Idx R
SOIVX34.84-0.49
-1.39%
Spirit of America Large Cap Value Inst

COGMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, COGMX has been closely correlated with COGIX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if COGMX jumps, then COGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To COGMX
1D Price
Change %
COGMX100%
N/A
COGIX - COGMX
100%
Closely correlated
N/A
SMNAX - COGMX
48%
Loosely correlated
+0.45%
SMNIX - COGMX
48%
Loosely correlated
+0.45%
VMNIX - COGMX
22%
Poorly correlated
-0.56%
VMNFX - COGMX
21%
Poorly correlated
-0.56%
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