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FBBAX First Foundation Total Return A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Philip Morris International (NYSE:PM), Suncor Energy (NYSE:SU).

Industry description

The investment seeks maximum total return (total return includes both income and capital appreciation). The fund seeks to achieve its investment objective by investing primarily in a combination of U.S. and foreign (non-U.S.) equity and debt securities and cash. The fund's asset allocation process utilizes information from the fund's sub-adviser, First Foundation Advisors ("FFA" or the "Sub-Adviser"), to diversify holdings across these asset classes and to adjust the asset class weightings based on market and economic conditions.

Market Cap

The average market capitalization across the First Foundation Total Return A MF is 64.89B. The market cap for tickers in the group ranges from 3.49B to 202.73B. PM holds the highest valuation in this group at 202.73B. The lowest valued company is BUR at 3.49B.

Volume

The average weekly volume growth across all stocks in the First Foundation Total Return A MF was -48%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 39
P/E Growth Rating: 55
Price Growth Rating: 47
SMR Rating: 34
Profit Risk Rating: 42
Seasonality Score: -3 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A
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FBBAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FBBAX has been closely correlated with RIDEX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if FBBAX jumps, then RIDEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FBBAX
1D Price
Change %
FBBAX100%
+0.39%
RIDEX - FBBAX
68%
Closely correlated
+0.66%
FIFAX - FBBAX
68%
Closely correlated
+0.66%
RIEBX - FBBAX
68%
Closely correlated
+0.62%
FAIFX - FBBAX
67%
Closely correlated
+0.66%
RIDGX - FBBAX
67%
Closely correlated
+0.66%
More