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GGEFX
Mutual Fund ticker: NASDAQ
AS OF
Apr 1 closing price
Price
$23.67
Change
+$0.08 (+0.34%)
Net Assets
73.92M

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
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), 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 795.83B. The market cap for tickers in the group ranges from 25.52B to 2.08T. AMZN holds the highest valuation in this group at 2.08T. The lowest valued company is ULTA at 25.52B.

Volume

The average weekly volume growth across all stocks in the Summitry Equity Fund MF was 23%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was 42%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 63
Price Growth Rating: 55
SMR Rating: 31
Profit Risk Rating: 27
Seasonality Score: -1 (-100 ... +100)
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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
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GGEFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GGEFX has been closely correlated with VSTSX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if GGEFX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GGEFX
1D Price
Change %
GGEFX100%
N/A
VSTSX - GGEFX
79%
Closely correlated
N/A
VSMPX - GGEFX
79%
Closely correlated
N/A
FXAIX - GGEFX
78%
Closely correlated
N/A
VFFSX - GGEFX
77%
Closely correlated
N/A
VFINX - GGEFX
77%
Closely correlated
N/A
More