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GENIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$13.89
Change
+$0.04 (+0.29%)
Net Assets
372.11M

GENIX Gotham Enhanced Return Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend
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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), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Cisco Systems (NASDAQ:CSCO), Salesforce (NYSE:CRM).

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 2.28T. The market cap for tickers in the group ranges from 243.33B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is CRM at 243.33B.

Volume

The average weekly volume growth across all stocks in the Gotham Enhanced Return Institutional MF was 59%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 100
Price Growth Rating: 30
SMR Rating: 100
Profit Risk Rating: 31
Seasonality Score: -61 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GENIX
1D Price
Change %
GENIX100%
N/A
FSMDX - GENIX
85%
Closely correlated
N/A
VMCIX - GENIX
77%
Closely correlated
N/A
VIMSX - GENIX
77%
Closely correlated
N/A
VMCPX - GENIX
77%
Closely correlated
N/A
VIMAX - GENIX
77%
Closely correlated
N/A
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