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GENIX
Mutual Fund ticker: NASDAQ
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CHANGE
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GENIX price forecast, quote, news & analysis

Category: @Mid-Cap Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Salesforce (NYSE:CRM), Cisco Systems (NASDAQ:CSCO).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities, primarily companies traded on U.S. markets. It seeks a total return greater than that of the S&P 500® Index over a full market cycle, which is a period that includes both a bull (rising) market and a bear (falling) market cycle.

Market Cap

The average market capitalization across the Gotham Enhanced Return Institutional MF is 1.76T. The market cap for tickers in the group ranges from 202.5B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is CSCO at 202.5B.

Volume

The average weekly volume growth across all stocks in the Gotham Enhanced Return Institutional MF was 54%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 64
Price Growth Rating: 33
SMR Rating: 39
Profit Risk Rating: 19
Seasonality Score: 6 (-100 ... +100)
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Fundvantage Trust (Gotham)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.gothamfunds.com