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GQEPX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$22.82
Change
+$0.14 (+0.62%)
Net Assets
3.67B

GQEPX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Unitedhealth Group (NYSE:UNH), Canadian Natural Resources Limited (NYSE:CNQ), Schlumberger Limited (NYSE:SLB).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies. This investment policy may be changed by the fund upon 60 days' prior written notice to shareholders. The fund also may invest in equity securities of foreign companies in both developed and emerging markets. It may invest in initial public offerings ("IPOs") and securities of companies with any market capitalization. The fund is non-diversified.

Market Cap

The average market capitalization across the GQG Partners US Select Quality Eq Inv MF is 1.44T. The market cap for tickers in the group ranges from 79.1B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is SLB at 79.1B.

Volume

The average weekly volume growth across all stocks in the GQG Partners US Select Quality Eq Inv MF was 64%. For the same stocks of the MF, the average monthly volume growth was 100% and the average quarterly volume growth was -21%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 61
Price Growth Rating: 40
SMR Rating: 39
Profit Risk Rating: 20
Seasonality Score: -2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A