+Compare
GAVAX
Mutual Fund ticker:
NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
41.85M

GAVAX KL Allocation Advisor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation with an emphasis on capital preservation. The fund employs an allocation strategy by investing in three asset classes: equity, fixed income and cash or cash equivalents. It may invest in securities of U.S. and foreign issuers. It also invests in ETFs that primarily invest in fixed income securities and in alternative ETFs that invest in government, municipal, corporate and mortgage-related fixed income securities.

Market Cap

The average market capitalization across the KL Allocation Advisor MF is 138.36B. The market cap for tickers in the group ranges from 8.66B to 351.68B. NONOF holds the highest valuation in this group at 351.68B. The lowest valued company is MASI at 8.66B.

Volume

The average weekly volume growth across all stocks in the KL Allocation Advisor MF was -18%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 52
Price Growth Rating: 43
SMR Rating: 39
Profit Risk Rating: 35
Seasonality Score: 2 (-100 ... +100)
View a ticker or compare two or three
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Investment Managers Series Tr(GaveKal)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.gavekalfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCFMX14.150.08
+0.57%
Fidelity® Series Total Market Index
MVGBX14.850.06
+0.41%
MFS Low Volatility Global Equity B
IPOIX18.290.04
+0.22%
Delaware Ivy Systematic Em Mkts Eq I
MSSAX9.52N/A
N/A
MassMutual Main Street A
PPSRX17.15N/A
N/A
Principal Large Cap Value III R5

GAVAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, GAVAX has been loosely correlated with PAALX. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if GAVAX jumps, then PAALX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GAVAX
1D Price
Change %
GAVAX100%
+0.36%
PAALX - GAVAX
56%
Loosely correlated
N/A
PAAIX - GAVAX
55%
Loosely correlated
N/A
PASAX - GAVAX
51%
Loosely correlated
N/A
PASCX - GAVAX
51%
Loosely correlated
N/A
PALPX - GAVAX
51%
Loosely correlated
N/A
More