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CONWX
Mutual Fund ticker: NASDAQ
AS OF
Jul 15 closing price
Price
$18.33
Change
-$0.19 (-1.03%)
Net Assets
40.52M

CONWX Concorde Wealth Management Forecast, Technical & Fundamental Analysis

The investment seeks total return, from both appreciation of value and generation of current income, within the context of preservation of capital... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Pioneer Natural Resource Co (null:PXD), Energy Transfer LP (NYSE:ET).

Industry description

The investment seeks total return, from both appreciation of value and generation of current income, within the context of preservation of capital. The fund invests primarily in a portfolio of (i) equity securities that the adviser believes are undervalued, (ii) debt securities that offer appropriate current returns that are commensurate with related risks and (iii) private equity, based on risk and return attributes as dictated by broad market and economic conditions. It normally invests approximately 40% to 60% of the fund's total assets in equity securities and 40% to 60% in fixed income securities.

Market Cap

The average market capitalization across the Concorde Wealth Management MF is 806.06B. The market cap for tickers in the group ranges from 3.36B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BSM at 3.36B.

Volume

The average weekly volume growth across all stocks in the Concorde Wealth Management MF was 22%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 100
Price Growth Rating: 54
SMR Rating: 100
Profit Risk Rating: 19
Seasonality Score: 2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Concorde Funds Inc1000 Three Lincoln Centre,5430 Lbj Freeway Lb3Dallas
Phone
N/A
Web
N/A
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CONWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CONWX has been closely correlated with FBAFX. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if CONWX jumps, then FBAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CONWX
1D Price
Change %
CONWX100%
N/A
FBAFX - CONWX
67%
Closely correlated
-0.38%
FBONX - CONWX
67%
Closely correlated
-0.38%
RAMHX - CONWX
26%
Poorly correlated
-0.38%
RLEFX - CONWX
26%
Poorly correlated
-0.38%
RLBGX - CONWX
25%
Poorly correlated
-0.38%
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