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HAVGX Haverford Quality Growth Stock Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Unitedhealth Group (NYSE:UNH), PepsiCo (NASDAQ:PEP), Lowe's Companies (NYSE:LOW), Accenture PLC (NYSE:ACN).

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. The fund focuses on U.S. listed common stocks issued by companies with large market capitalizations that the Adviser believes are quality companies with stock that offers the potential for future price appreciation.

Market Cap

The average market capitalization across the Haverford Quality Growth Stock MF is 979.13B. The market cap for tickers in the group ranges from 79.03B to 4.3T. AAPL holds the highest valuation in this group at 4.3T. The lowest valued company is ACN at 79.03B.

Volume

The average weekly volume growth across all stocks in the Haverford Quality Growth Stock MF was 5%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was 194%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 57
Price Growth Rating: 49
SMR Rating: 27
Profit Risk Rating: 51
Seasonality Score: 32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Details
Category
Large Blend
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
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HAVGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HAVGX has been closely correlated with VFFSX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if HAVGX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HAVGX
1D Price
Change %
HAVGX100%
N/A
VFFSX - HAVGX
85%
Closely correlated
N/A
FXAIX - HAVGX
82%
Closely correlated
N/A
VFINX - HAVGX
78%
Closely correlated
N/A
VFIAX - HAVGX
78%
Closely correlated
N/A
RWMFX - HAVGX
75%
Closely correlated
+0.20%
More
Haverford Quality Growth Stock (HAVGX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com