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DFDPX DF Dent Premier Growth Investor Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Mastercard (NYSE:MA).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in equity securities, consisting of common stock, preferred stock, securities convertible into common stock of domestic companies, real estate investment trusts (“REITs”), American Depositary Receipts (“ADRs”), and exchange-traded funds (“ETFs”) that the Adviser believes possess superior long-term growth characteristics and have strong, sustainable earnings prospects and reasonably valued stock prices.

Market Cap

The average market capitalization across the DF Dent Premier Growth Investor MF is 679.22B. The market cap for tickers in the group ranges from 29.03B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CBRE at 29.03B.

Volume

The average weekly volume growth across all stocks in the DF Dent Premier Growth Investor MF was 92%. For the same stocks of the MF, the average monthly volume growth was 132% and the average quarterly volume growth was 108%

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: 59
Price Growth Rating: 35
SMR Rating: 45
Profit Risk Rating: 21
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Forum Funds (DF Dent)P.O. Box 588Portland
Phone
866-233-3368
Web
www.dfdent.com
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DFDPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFDPX has been closely correlated with GFACX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFDPX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFDPX
1D Price
Change %
DFDPX100%
-2.18%
GFACX - DFDPX
94%
Closely correlated
-1.65%
RGAGX - DFDPX
51%
Loosely correlated
-1.66%
FAFGX - DFDPX
49%
Loosely correlated
-1.65%
RGAEX - DFDPX
49%
Loosely correlated
-1.66%
GAFFX - DFDPX
49%
Loosely correlated
-1.66%
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