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FORKX
Mutual Fund ticker: NASDAQ
AS OF
May 9 closing price
Price
$9.85
Change
+$0.02 (+0.20%)
Net Assets
76.04M

FORKX price forecast, quote, news & analysis

The investment seeks to protect capital and achieve long-term capital appreciation... Show more

A.I.Advisor
published price charts
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A.I.Advisor
published Highlights

Industry description

The investment seeks to protect capital and achieve long-term capital appreciation. The advisor seeks to create a balanced portfolio by allocating investments among various asset classes in an attempt to protect and grow fund capital. The fund invests in a balanced portfolio consisting of a combination of 40-60% exposure in equities comprised of stocks of issuers of any market capitalization in the U.S., and/or outside of the U.S., and derivatives, 10-30% in debt issued by the U.S. government, other sovereign bonds, and any investment grade bonds and 10-30% in a diversified portfolio of trading strategies/programs managed by one or more trading advisors.

Volume

The average weekly volume growth across all stocks in the Abraham Fortress K MF was -10%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 62
Price Growth Rating: 24
SMR Rating: 31
Profit Risk Rating: 16
Seasonality Score: -45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A