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FPCGX Fort Pitt Capital Total Return Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Advanced Micro Devices (NASDAQ:AMD), Abbott Laboratories (NYSE:ABT), Charles Schwab Corp (The) (NYSE:SCHW), Honeywell International (NASDAQ:HON), Constellation Brands (NYSE:STZ), Ciena Corp (NYSE:CIEN).

Industry description

The investment seeks to realize the combination of long-term capital appreciation and income that will produce maximum total return. The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the advisor considers to be profitable and which have returns on equity near or higher than their peers, and the Advisor believes are undervalued as measured by their price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.

Market Cap

The average market capitalization across the Fort Pitt Capital Total Return MF is 426.85B. The market cap for tickers in the group ranges from 7.11B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CIEN at 7.11B.

Volume

The average weekly volume growth across all stocks in the Fort Pitt Capital Total Return MF was -28%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 52
Price Growth Rating: 42
SMR Rating: 49
Profit Risk Rating: 29
Seasonality Score: -33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
U.S Bancorp Fund Services, LLC615 E Michigan StreetMilwaukee
Phone
866-230-5879
Web
www.fortpittcapital.com
Interesting Tickers
1D
1W
1M
1Q
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Goldman Sachs US Equity Insights Inv
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American Funds Income Fund of Amer 529A
JDIRX46.72-0.15
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Janus Henderson Overseas R
GRHIX12.70-0.07
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Goehring & Rozencwajg Resources Instl
GIZYX12.83-0.08
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Invesco Global Infrastructure Y

FPCGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FPCGX has been loosely correlated with VTSMX. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if FPCGX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FPCGX
1D Price
Change %
FPCGX100%
-0.24%
VTSMX - FPCGX
62%
Loosely correlated
-0.24%
VSMPX - FPCGX
62%
Loosely correlated
-0.24%
VITSX - FPCGX
62%
Loosely correlated
-0.24%
VTSAX - FPCGX
62%
Loosely correlated
-0.24%
VSTSX - FPCGX
62%
Loosely correlated
-0.24%
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