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FQUAX AMG River Road Large Cap Value Select N Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Kroger Co (The) (NYSE:KR).

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large-capitalization companies. Under normal conditions, the adviser intends to invest its assets in the equity securities of a limited number of issuers. The fund invests primarily in equity securities that Subadviser believes are undervalued, including common stock, foreign securities and real estate investment trusts (“REITs”). It is non-diversified.

Market Cap

The average market capitalization across the AMG River Road Large Cap Value Select N MF is 136.82B. The market cap for tickers in the group ranges from 10.73B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is BJ at 10.73B.

Volume

The average weekly volume growth across all stocks in the AMG River Road Large Cap Value Select N MF was -8%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 45
P/E Growth Rating: 58
Price Growth Rating: 44
SMR Rating: 57
Profit Risk Rating: 22
Seasonality Score: -38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
AMG Funds I600 Steamboat Road, Suite 300Norwalk
Phone
N/A
Web
www.amgfunds.com
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FQUAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FQUAX has been closely correlated with VTSAX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if FQUAX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FQUAX
1D Price
Change %
FQUAX100%
-0.48%
VTSAX - FQUAX
76%
Closely correlated
-0.25%
VTSMX - FQUAX
76%
Closely correlated
-0.24%
VSTSX - FQUAX
76%
Closely correlated
-0.25%
VSMPX - FQUAX
76%
Closely correlated
-0.24%
VITSX - FQUAX
76%
Closely correlated
-0.25%
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