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CRTSX Catholic Rsp Invst Mlt-Styl US Eq Ins Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (null:MSFT), NVIDIA Corp (null:NVDA), Apple (null:AAPL), Amazon.com (null:AMZN), Alphabet (null:GOOG), Meta Platforms (null:META), VISA (null:V), Salesforce (null:CRM), Intuit (null:INTU).

Industry description

The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing primarily in a broadly diversified portfolio of equity securities of predominantly mid to large capitalization companies included in the Russell 1000 Index that are believed to have above-average market appreciation potential. Under normal circumstances, it will invest at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities of companies located in the United States.

Market Cap

The average market capitalization across the Catholic Rsp Invst Mlt-Styl US Eq Ins MF is 1.5T. The market cap for tickers in the group ranges from 78.72B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TDG at 78.72B.

Volume

The average weekly volume growth across all stocks in the Catholic Rsp Invst Mlt-Styl US Eq Ins MF was 2%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 73
Price Growth Rating: 32
SMR Rating: 31
Profit Risk Rating: 19
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
ONE FREEDOM VALLEY DRIVEOAKS PA 19456OAKS
Phone
610-676-1000
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
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MFs / NAMEPrice $Chg $Chg %
HSMVX13.880.19
+1.39%
Hartford Small Cap Value R6
NINCX19.990.24
+1.22%
Neuberger Berman Intrinsic Value C
STRSX31.240.16
+0.51%
Sterling Capital Special Opps R6
EEMGX8.480.04
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MFS Emerging Markets Equity Research R4
OSMAX43.90-0.08
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Invesco International Small-Mid Com A

CRTSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CRTSX has been closely correlated with VTSAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRTSX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CRTSX
1D Price
Change %
CRTSX100%
+0.42%
VTSAX - CRTSX
87%
Closely correlated
+0.55%
VSTSX - CRTSX
87%
Closely correlated
+0.54%
VTSMX - CRTSX
87%
Closely correlated
+0.55%
VITSX - CRTSX
87%
Closely correlated
+0.55%
VSMPX - CRTSX
87%
Closely correlated
+0.54%
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