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GILCX NAA Large Cap Value Institutional Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Verizon Communications (NYSE:VZ), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks long-term capital growth. Under normal circumstances, the fund pursues its objective by investing at least 80% of its assets in large-capitalization securities that the Adviser considers having “value” characteristics. The managers define “value” as investments that appear to be undervalued relative to assets, earnings, growth potential or cash flows. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible debt securities of U.S. and U.S. dollar-denominated foreign issuers, and ADRs.

Market Cap

The average market capitalization across the NAA Large Cap Value Institutional MF is 207.23B. The market cap for tickers in the group ranges from 6.88B to 677.22B. WMT holds the highest valuation in this group at 677.22B. The lowest valued company is OGE at 6.88B.

Volume

The average weekly volume growth across all stocks in the NAA Large Cap Value Institutional MF was 7%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 16%

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: 25
Price Growth Rating: 37
SMR Rating: 51
Profit Risk Rating: 32
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Guggenheim Investments805 King Farm Boulevard, Suite 600Rockville
Phone
N/A
Web
www.guggenheiminvestments.com
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William Blair International Ldrs N
MMBRX12.10-0.10
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FEUPX56.80-0.55
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GILCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GILCX has been closely correlated with FFMMX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if GILCX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GILCX
1D Price
Change %
GILCX100%
-0.43%
FFMMX - GILCX
75%
Closely correlated
-0.86%
FFFMX - GILCX
75%
Closely correlated
-0.86%
VVIAX - GILCX
69%
Closely correlated
-0.39%
VIVAX - GILCX
69%
Closely correlated
-0.38%
VIVIX - GILCX
69%
Closely correlated
-0.38%
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