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ECOAX
Mutual Fund ticker: NASDAQ
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ECOAX price forecast, quote, news & analysis

Category: @Industrials
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nextera Energy Inc (NYSE:NEE), Dominion Energy (NYSE:D).

Industry description

The investment seeks to generate long-term total return derived principally from a combination of capital appreciation and income over time. The fund will invest at least 80% of its total assets in equity securities of renewable infrastructure companies, which consist of companies deriving at least 50% of revenues from activities in power generation, transmission, distribution, storage and ancillary or related services. It may invest up to 15% of its total assets in debt securities, including but not limited to debt securities issued or guaranteed by the U.S. government or government-related entities. The fund is non-diversified.

Market Cap

The average market capitalization across the Ecofin Global Renewables Infras A MF is 31.12B. The market cap for tickers in the group ranges from 2.17B to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is AY at 2.17B.

Volume

The average weekly volume growth across all stocks in the Ecofin Global Renewables Infras A MF was 10%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 54%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 37
Price Growth Rating: 57
SMR Rating: 74
Profit Risk Rating: 62
Seasonality Score: 22 (-100 ... +100)
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General Information

Category Industrials

Profile
Fundamentals
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Category
Infrastructure
Address
Managed Portfolio Series615 East Michigan StreetMilwaukee
Phone
(414) 287-3700
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