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EEOFX Pear Tree Essex Environmental Opps Odnry Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

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

Industry description

The investment seeks long-term growth of capital. Under normal market conditions, fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities of clean-tech companies. A clean-tech company is a company that the fund’s sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. The fund invests in companies across all market capitalizations, although the advisor expects most to be small- and mid-cap companies.

Market Cap

The average market capitalization across the Pear Tree Essex Environmental Opps Odnry MF is 22.92B. The market cap for tickers in the group ranges from 469.13M to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is LAND at 469.13M.

Volume

The average weekly volume growth across all stocks in the Pear Tree Essex Environmental Opps Odnry MF was -34%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 34
Price Growth Rating: 36
SMR Rating: 53
Profit Risk Rating: 33
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Unified Series Trust225 PICTORIA DRIVE, SUITE 450CINCINNATI
Phone
N/A
Web
N/A
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EEOFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EEOFX has been closely correlated with FSMAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if EEOFX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EEOFX
1D Price
Change %
EEOFX100%
-0.66%
FSMAX - EEOFX
92%
Closely correlated
+1.07%
TRQZX - EEOFX
74%
Closely correlated
+0.54%
RPTIX - EEOFX
73%
Closely correlated
+0.53%
RPMGX - EEOFX
73%
Closely correlated
+0.53%
PAMCX - EEOFX
73%
Closely correlated
+0.53%
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