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ESGIX Dana Epiphany Equity Inst Forecast, Technical & Fundamental Analysis

Category LargeBlend
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), Salesforce (NYSE:CRM), Boston Scientific Corp (NYSE:BSX), Workday (NASDAQ:WDAY).

Industry description

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective through investment in publicly traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, it will invest at least 80% of its net assets in a diversified portfolio of equity securities. Under normal circumstances, at least 80% of the fund's net assets will be subject to the ESG screening process.

Market Cap

The average market capitalization across the Dana Epiphany Equity Inst MF is 1.58T. The market cap for tickers in the group ranges from 72.06B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is WDAY at 72.06B.

Volume

The average weekly volume growth across all stocks in the Dana Epiphany Equity Inst MF was 54%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was -2%

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: 71
Price Growth Rating: 36
SMR Rating: 43
Profit Risk Rating: 19
Seasonality Score: 16 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Valued Advisers Trust2960 N MERIDIAN STREET STE 300Indianapolis
Phone
N/A
Web
N/A
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ESGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ESGIX has been closely correlated with VTSAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if ESGIX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ESGIX
1D Price
Change %
ESGIX100%
-1.38%
VTSAX - ESGIX
95%
Closely correlated
-1.31%
VTSMX - ESGIX
95%
Closely correlated
-1.31%
VITSX - ESGIX
95%
Closely correlated
-1.31%
VSMPX - ESGIX
95%
Closely correlated
-1.30%
VSTSX - ESGIX
95%
Closely correlated
-1.31%
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