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GIUIX NAA Mid Growth Institutional Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Owens Corning (NYSE:OC), Dropbox (NASDAQ:DBX).

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 Mid-capitalization securities that the Adviser considers having “growth” characteristics. The fund manager defines “growth” as investments having what the Adviser believes to be above-average growth rates as compared to their industry or the overall market. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts (“ADRs”).

Market Cap

The average market capitalization across the NAA Mid Growth Institutional MF is 16.07B. The market cap for tickers in the group ranges from 8.36B to 24.16B. DECK holds the highest valuation in this group at 24.16B. The lowest valued company is DBX at 8.36B.

Volume

The average weekly volume growth across all stocks in the NAA Mid Growth Institutional MF was -49%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was -3%

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: 59
Price Growth Rating: 41
SMR Rating: 19
Profit Risk Rating: 16
Seasonality Score: 43 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Guggenheim Investments805 King Farm Boulevard, Suite 600Rockville
Phone
N/A
Web
www.guggenheiminvestments.com
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GIUIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GIUIX has been closely correlated with PMAQX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if GIUIX jumps, then PMAQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GIUIX
1D Price
Change %
GIUIX100%
-1.12%
PMAQX - GIUIX
89%
Closely correlated
-1.40%
PEMGX - GIUIX
89%
Closely correlated
-1.40%
TRQZX - GIUIX
86%
Closely correlated
-1.93%
RPTIX - GIUIX
86%
Closely correlated
-1.94%
RPMGX - GIUIX
84%
Closely correlated
-1.93%
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