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GUMAX NAA Market Neutral Real Estate A Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide capital appreciation, while limiting exposure to general stock market risk. The fund pursues its investment objective by investing at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in: (i) long and short equity securities of issuers primarily engaged in the real estate industry, such as real estate investment trusts ("REITs"); and (ii) equity-like securities, including individual securities, exchange-traded funds ("ETFs") and derivatives, giving long and short exposure to issuers primarily engaged in the real estate industry.

Market Cap

The average market capitalization across the NAA Market Neutral Real Estate A MF is 14.77B. The market cap for tickers in the group ranges from 5.74B to 31.08B. VICI holds the highest valuation in this group at 31.08B. The lowest valued company is ADC at 5.74B.

Volume

The average weekly volume growth across all stocks in the NAA Market Neutral Real Estate A MF was 46%. For the same stocks of the MF, the average monthly volume growth was 135% and the average quarterly volume growth was 113%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 59
Price Growth Rating: 45
SMR Rating: 73
Profit Risk Rating: 67
Seasonality Score: 55 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Equity Market Neutral
Address
Guggenheim Investments805 King Farm Boulevard, Suite 600Rockville
Phone
N/A
Web
www.guggenheiminvestments.com
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GUMAX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that GUMAX and COGMX have been poorly correlated (+16% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that GUMAX and COGMX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GUMAX
1D Price
Change %
GUMAX100%
N/A
COGMX - GUMAX
16%
Poorly correlated
+0.08%
BGCKX - GUMAX
6%
Poorly correlated
-0.97%
VMNIX - GUMAX
6%
Poorly correlated
+1.35%
BDMIX - GUMAX
5%
Poorly correlated
-0.98%
BDMAX - GUMAX
4%
Poorly correlated
-1.00%
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