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FIKDX Kempner Multi-Cap Deep Value Instl Forecast, Technical & Fundamental Analysis

Category LargeValue
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 200.11B. The market cap for tickers in the group ranges from 22.05B to 824.08B. TSM holds the highest valuation in this group at 824.08B. 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 25%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 71%

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: 33
Price Growth Rating: 37
SMR Rating: 56
Profit Risk Rating: 62
Seasonality Score: 22 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IVAL24.350.20
+0.83%
Alpha Architect Intl Quant Val ETF
PFLD21.060.01
+0.05%
AAM Low Duration Pref & Inc Secs ETF
XOP140.85-1.35
-0.95%
SPDR® S&P Oil & Gas Explor & Prodtn ETF
UYM26.92-0.37
-1.36%
ProShares Ultra Materials
RORO17.59-0.38
-2.13%
ATAC US Rotation ETF

FIKDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FIKDX has been closely correlated with VIVAX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if FIKDX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FIKDX
1D Price
Change %
FIKDX100%
N/A
VIVAX - FIKDX
86%
Closely correlated
-0.38%
VVIAX - FIKDX
86%
Closely correlated
-0.39%
VIVIX - FIKDX
86%
Closely correlated
-0.38%
DOXGX - FIKDX
84%
Closely correlated
-0.70%
RMFEX - FIKDX
79%
Closely correlated
-0.86%
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