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CWCFX Christopher Weil & Co Core Investment Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (null:GOOGL), Walt Disney Company (The) (null:DIS), Cleveland-Cliffs (null:CLF).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing in undervalued equity securities. It invests primarily in common stocks of companies with market capitalizations of $1 billion or more. The fund may invest more than 20% of its assets in a particular sector. It is non-diversified.

Market Cap

The average market capitalization across the Christopher Weil & Co Core Investment MF is 369.33B. The market cap for tickers in the group ranges from 5.97B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is CLF at 5.97B.

Volume

The average weekly volume growth across all stocks in the Christopher Weil & Co Core Investment MF was -36%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 54
Price Growth Rating: 48
SMR Rating: 63
Profit Risk Rating: 48
Seasonality Score: 52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
PFS Funds (CWC)1939 Friendship Drive, Suite CEI Cajon
Phone
(619) 588-9700
Web
www.cweil.com/
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CWCFX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CWCFX
1D Price
Change %
CWCFX100%
+0.77%
VSTSX - CWCFX
87%
Closely correlated
+0.54%
VSMPX - CWCFX
87%
Closely correlated
+0.54%
FXAIX - CWCFX
84%
Closely correlated
+0.47%
VTSAX - CWCFX
84%
Closely correlated
+0.55%
VTSMX - CWCFX
84%
Closely correlated
+0.55%
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