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FBBYX
Mutual Fund ticker: NASDAQ
AS OF
Mar 3 closing price
Price
$26.74
Change
-$0.22 (-0.82%)
Net Assets
91.43M

FBBYX First Foundation Total Return Y Forecast, Technical & Fundamental Analysis

The investment seeks maximum total return (total return includes both income and capital appreciation)... Show more

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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 Y MF is 72.64B. The market cap for tickers in the group ranges from 3.49B to 241.44B. PM holds the highest valuation in this group at 241.44B. The lowest valued company is BUR at 3.49B.

Volume

The average weekly volume growth across all stocks in the First Foundation Total Return Y MF was 5%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 75%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 39
Price Growth Rating: 39
SMR Rating: 33
Profit Risk Rating: 37
Seasonality Score: 35 (-100 ... +100)
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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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FBBYX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FBBYX
1D Price
Change %
FBBYX100%
+0.19%
FIFAX - FBBYX
68%
Closely correlated
+0.78%
RIEBX - FBBYX
68%
Closely correlated
+0.79%
FAIFX - FBBYX
68%
Closely correlated
+0.78%
RIDHX - FBBYX
68%
Closely correlated
+0.78%
RIDEX - FBBYX
67%
Closely correlated
+0.75%
More