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FORTX Abraham Fortress I Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA).

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.

Market Cap

The average market capitalization across the Abraham Fortress I MF is 2.4T. The market cap for tickers in the group ranges from 5.27T to 5.27T. NVDA holds the highest valuation in this group at 5.27T. The lowest valued company is NVDA at 5.27T.

Volume

The average weekly volume growth across all stocks in the Abraham Fortress I 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
Details
Category
Moderate Allocation
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A
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FORTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FORTX has been closely correlated with RLBFX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if FORTX jumps, then RLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FORTX
1D Price
Change %
FORTX100%
N/A
RLBFX - FORTX
85%
Closely correlated
-0.07%
RLBEX - FORTX
85%
Closely correlated
-0.07%
CLBAX - FORTX
79%
Closely correlated
-0.10%
RAMHX - FORTX
27%
Poorly correlated
-0.07%
FBONX - FORTX
27%
Poorly correlated
-0.07%
More
Abraham Fortress I (FORTX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com