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EVDIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
117.28M

EVDIX Camelot Event Driven Institutional Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), MARATHON PETROLEUM Corp (NYSE:MPC), Colgate-Palmolive Company (NYSE:CL), Suncor Energy (NYSE:SU), Illumina (NASDAQ:ILMN), NRG Energy (NYSE:NRG).

Industry description

The investment seeks to provide long-term growth of capital. To achieve the fund's investment objective, the adviser invests in the securities of publicly traded companies involved in mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations, or similar events ("corporate reorganizations"). A variety of strategies can be employed to capitalize on the mispricing of corporate securities during corporate reorganizations, including transactions involving common and preferred stock, debt instruments and derivative securities.

Market Cap

The average market capitalization across the Camelot Event Driven Institutional MF is 34.35B. The market cap for tickers in the group ranges from 2.2B to 389.28B. JNJ holds the highest valuation in this group at 389.28B. The lowest valued company is MRCY at 2.2B.

Volume

The average weekly volume growth across all stocks in the Camelot Event Driven Institutional MF was -42%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -18%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 51
Price Growth Rating: 54
SMR Rating: 67
Profit Risk Rating: 78
Seasonality Score: -32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Event Driven
Address
Frank Funds6 Stacy CTParsippany
Phone
800-869-1679
Web
www.frankfunds.com
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EVDIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, EVDIX has been loosely correlated with BCLPX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if EVDIX jumps, then BCLPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EVDIX
1D Price
Change %
EVDIX100%
-0.05%
BCLPX - EVDIX
60%
Loosely correlated
+0.12%
BALPX - EVDIX
59%
Loosely correlated
+0.11%
BILPX - EVDIX
57%
Loosely correlated
+0.20%
MERIX - EVDIX
57%
Loosely correlated
N/A
MERFX - EVDIX
57%
Loosely correlated
N/A