MENU
+Compare
GGEFX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$26.79
Change
-$0.16 (-0.59%)
Net Assets
80.17M

GGEFX Summitry Equity Fund Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation; current income is the secondary consideration... Show more

Category: #Large Blend
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), VISA (NYSE:V), Mastercard (NYSE:MA), Ulta Beauty (NASDAQ:ULTA).

Industry description

The investment seeks long-term capital appreciation; current income is the secondary consideration. The fund invests primarily in common stocks that in the opinion of the fund's adviser appear to be temporarily undervalued by the market. The Adviser considers a security to be temporarily undervalued if the security's intrinsic value is significantly greater than the range in which the security is trading in the securities markets. It may invest up to 20% of its net assets in cash and other cash equivalents.

Market Cap

The average market capitalization across the Summitry Equity Fund MF is 1.07T. The market cap for tickers in the group ranges from 24.19B to 2.98T. GOOGL holds the highest valuation in this group at 2.98T. The lowest valued company is ULTA at 24.19B.

Volume

The average weekly volume growth across all stocks in the Summitry Equity Fund MF was 5%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -19%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 49
Price Growth Rating: 39
SMR Rating: 30
Profit Risk Rating: 40
Seasonality Score: -43 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Valued Advisers Trust (Golub)2960 N Meridian Street Ste 300Indianapolis
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MSGUX56.78N/A
N/A
Morgan Stanley Inst Growth C
KLCIX21.27N/A
N/A
Federated Hermes Kaufmann Large Cap IS
NWHGX16.43N/A
N/A
Nationwide Bailard Cogntv Val R6
SPWAX12.92-0.08
-0.62%
American Beacon Stephens Sm Cp Gr A
FEPUX63.67-0.52
-0.81%
American Funds EUPAC 529-F-3

GGEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GGEFX has been closely correlated with VTSMX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if GGEFX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GGEFX
1D Price
Change %
GGEFX100%
N/A
VTSMX - GGEFX
86%
Closely correlated
N/A
VITSX - GGEFX
86%
Closely correlated
N/A
VSTSX - GGEFX
86%
Closely correlated
N/A
VTSAX - GGEFX
86%
Closely correlated
N/A
VFFSX - GGEFX
85%
Closely correlated
N/A
More