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EFCIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$22.89
Change
-$0.07 (-0.30%)
Net Assets
25.05M

EFCIX Emerald Insights Institutional Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), TJX Companies (NYSE:TJX), CrowdStrike Holdings (NASDAQ:CRWD).

Industry description

The investment seeks long-term growth through capital appreciation. Under normal conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. The fund will invest primarily in mid and small-size companies.

Market Cap

The average market capitalization across the Emerald Insights Institutional MF is 1.65T. The market cap for tickers in the group ranges from 77.29B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is CRWD at 77.29B.

Volume

The average weekly volume growth across all stocks in the Emerald Insights Institutional MF was 35%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -36%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 56
Price Growth Rating: 20
SMR Rating: 35
Profit Risk Rating: 11
Seasonality Score: -2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Financial Investors Trust (Emerald)1290 Broadway, Suite 1100Denver
Phone
(303) 623-2577
Web
www.emeraldmutualfunds.com
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EFCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EFCIX has been closely correlated with GAFFX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if EFCIX jumps, then GAFFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EFCIX
1D Price
Change %
EFCIX100%
N/A
GAFFX - EFCIX
89%
Closely correlated
-0.49%
FAFGX - EFCIX
89%
Closely correlated
-0.49%
FFAFX - EFCIX
88%
Closely correlated
-0.49%
RGAHX - EFCIX
88%
Closely correlated
-0.49%
RGEBX - EFCIX
88%
Closely correlated
-0.48%
More