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GFGEX
Mutual Fund ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$12.99
Change
-$0.09 (-0.69%)
Net Assets
90.56M

GFGEX Guardian Fundamental Glb Eq instl Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Accenture PLC (NYSE:ACN), Booking Holdings (NASDAQ:BKNG), CME Group (NASDAQ:CME), Colgate-Palmolive Company (NYSE:CL), Yum China Holdings (NYSE:YUMC).

Industry description

The investment seeks to provide long-term capital appreciation. Under normal conditions the fund's adviser, invests at least 80% of it's net assets (plus the amount of any borrowings for investment purposes) in equity securities (primarily common stock) of mid-capitalization ("mid-cap") and large-capitalization ("large-cap") companies. The fund may invest in U.S. and foreign equity securities. Under normal market conditions, it invests at least 40% of its net assets in the securities of, and depositary receipts represented by foreign issuers. The fund is non-diversified.

Market Cap

The average market capitalization across the Guardian Fundamental Glb Eq instl MF is 369.88B. The market cap for tickers in the group ranges from 17.56B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is YUMC at 17.56B.

Volume

The average weekly volume growth across all stocks in the Guardian Fundamental Glb Eq instl MF was 47%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was 97%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 57
Price Growth Rating: 43
SMR Rating: 36
Profit Risk Rating: 39
Seasonality Score: -33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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GFGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GFGEX has been closely correlated with NPFCX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if GFGEX jumps, then NPFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GFGEX
1D Price
Change %
GFGEX100%
-0.69%
NPFCX - GFGEX
90%
Closely correlated
-1.21%
ANWFX - GFGEX
78%
Closely correlated
-1.19%
RNPCX - GFGEX
78%
Closely correlated
-1.20%
RNPFX - GFGEX
76%
Closely correlated
-1.22%
RNPGX - GFGEX
75%
Closely correlated
-1.22%
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