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DHANX Centre American Select Equity Instl Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Johnson & Johnson (NYSE:JNJ), PepsiCo (NASDAQ:PEP), Medtronic plc (NYSE:MDT), Altria Group (NYSE:MO).

Industry description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of large capitalization U.S. companies. The 80% portion of the fund's portfolio consists of investments in U.S. companies that are members of the S&P 500 Index or possess similar minimum market capitalization and trading volume attributes. The remaining 20% of the fund's net assets, plus borrowings for investment purposes, may include small-cap and mid-cap companies, preferred stock, exchange-traded funds ("ETFs"), and preferred stock.

Market Cap

The average market capitalization across the Centre American Select Equity Instl MF is 1.13T. The market cap for tickers in the group ranges from 11.16B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is FFIV at 11.16B.

Volume

The average weekly volume growth across all stocks in the Centre American Select Equity Instl MF was 21%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 77
Price Growth Rating: 43
SMR Rating: 35
Profit Risk Rating: 39
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Centre Funds48 Wall StreetNew York
Phone
855-298-4236
Web
www.centrefunds.com
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DHANX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DHANX has been loosely correlated with VTSAX. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if DHANX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DHANX
1D Price
Change %
DHANX100%
N/A
VTSAX - DHANX
66%
Loosely correlated
-0.31%
VSTSX - DHANX
66%
Loosely correlated
-0.32%
VSMPX - DHANX
66%
Loosely correlated
-0.32%
VTSMX - DHANX
65%
Loosely correlated
-0.32%
VITSX - DHANX
65%
Loosely correlated
-0.31%
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