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FIKDX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$12.53
Change
-$0.03 (-0.24%)
Net Assets
96.5M

FIKDX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Bank of America Corp (NYSE:BAC), Walt Disney Company (The) (NYSE:DIS), Citigroup (NYSE:C), Micron Technology (NASDAQ:MU), BP plc (NYSE:BP), General Motors Company (NYSE:GM).

Industry description

The investment seeks to generate a total pre-tax return, including capital growth and dividends, that is greater than the rate of inflation over a three-to-five-year period. The fund invests primarily in common stocks, but may also invest in other types of equity securities, such as real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), or other similar publicly traded securities (such as convertible preferred stocks and convertible debentures). The Adviser generally selects securities for the fund's portfolio based on individual stocks rather than on industries or industry groups.

Market Cap

The average market capitalization across the Kempner Multi-Cap Deep Value Instl MF is 204.99B. The market cap for tickers in the group ranges from 22.05B to 859.18B. TSM holds the highest valuation in this group at 859.18B. The lowest valued company is IFF at 22.05B.

Volume

The average weekly volume growth across all stocks in the Kempner Multi-Cap Deep Value Instl MF was 7%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -6%

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: 40
Price Growth Rating: 47
SMR Rating: 57
Profit Risk Rating: 64
Seasonality Score: 62 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A