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IAFEX
Mutual Fund ticker: NASDAQ
AS OF
Jun 6 closing price
Price
$13.90
Change
-$0.00 (-0.00%)
Net Assets
227.56K

IAFEX FI Instl Grp All Frgn Eq Env & Scl Val Forecast, Technical & Fundamental Analysis

The investment seeks to outperform, net of fees and expenses, the return of the MSCI ACWI ex U... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), NXP Semiconductors NV (NASDAQ:NXPI).

Industry description

The investment seeks to outperform, net of fees and expenses, the return of the MSCI ACWI ex U.S. Index (the "Benchmark"). The fund seeks to achieve its objective by investing primarily in a portfolio of foreign equity securities, including securities of emerging market companies. Under normal circumstances, it invests at least 80% of its assets in foreign common stocks that meet its environmental, social and governance ("ESG") guidelines at the time of investment. The fund may invest in appropriate issuers through depositary receipts including American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs").

Market Cap

The average market capitalization across the FI Instl Grp All Frgn Eq Env & Scl Val MF is 431.18B. The market cap for tickers in the group ranges from 52.47B to 860.9B. TSM holds the highest valuation in this group at 860.9B. The lowest valued company is NXPI at 52.47B.

Volume

The average weekly volume growth across all stocks in the FI Instl Grp All Frgn Eq Env & Scl Val MF was -36%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 78
Price Growth Rating: 49
SMR Rating: 29
Profit Risk Rating: 35
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Foreign Large Growth
Address
Unified Series Trust225 PICTORIA DRIVE, SUITE 450CINCINNATI
Phone
N/A
Web
N/A
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IAFEX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IAFEX
1D Price
Change %
IAFEX100%
N/A
RERBX - IAFEX
89%
Closely correlated
+0.31%
AEPGX - IAFEX
89%
Closely correlated
+0.31%
AEPFX - IAFEX
89%
Closely correlated
+0.31%
AEGFX - IAFEX
89%
Closely correlated
+0.31%
AEPCX - IAFEX
89%
Closely correlated
+0.31%
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