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

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Walt Disney Company (The) (NYSE:DIS), Cleveland-Cliffs (NYSE: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 369.35B. The market cap for tickers in the group ranges from 7.14B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is CLF at 7.14B.

Volume

The average weekly volume growth across all stocks in the Christopher Weil & Co Core Investment MF was 47%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 53%

Fundamental Analysis Ratings

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

Valuation Rating: 75

P/E Growth Rating: 41

Price Growth Rating: 58

SMR Rating: 63

Profit Risk Rating: 52

Seasonality Score: -10 (-100 ... +100)

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published General Information

General Information

Category LargeBlend

Profile

Fundamentals

Details

	1 Day
BIPIX	69.30	N/A	N/A
ProFunds Biotechnology UltraSector Inv
GSGRX	46.85	N/A	N/A
Goldman Sachs Equity Income A
PGROX	72.07	N/A	N/A
BNY Mellon Worldwide Growth A
EMGNX	25.78	N/A	N/A
Allspring Emerging Markets Equity Inst
RLBFX	34.46	-0.07	-0.20%
American Funds American Balanced R5

CWCFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CWCFX has been closely correlated with FXAIX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if CWCFX jumps, then FXAIX could also see price increases.

Ticker / NAME	Correlation To CWCFX	1D Price Change %
CWCFX	100%	N/A
FXAIX - CWCFX	84% Closely correlated	-0.51%
VTSAX - CWCFX	83% Closely correlated	-0.31%
VSTSX - CWCFX	83% Closely correlated	-0.32%
VTSMX - CWCFX	83% Closely correlated	-0.32%
VITSX - CWCFX	83% Closely correlated	-0.31%
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