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IAFMX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$19.07
Change
+$0.24 (+1.27%)
Net Assets
72.76M

IAFMX F/m Investments Large Cap Focused Inv Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Netflix (NASDAQ:NFLX), Adobe (NASDAQ:ADBE), Advanced Micro Devices (NASDAQ:AMD), Datadog (NASDAQ:DDOG).

Industry description

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by purchasing equity securities that the Adviser believes are likely to appreciate. It generally seeks to purchase equity securities of large capitalization U.S. companies, and may purchase American Depository Receipts ("ADRs") of international companies trading on U.S. exchanges. The fund will invest at least 80% of its net assets in securities of large capitalization companies. It is non-diversified.

Market Cap

The average market capitalization across the F/m Investments Large Cap Focused Inv MF is 1.53T. The market cap for tickers in the group ranges from 41.02B to 3.3T. NVDA holds the highest valuation in this group at 3.3T. The lowest valued company is DDOG at 41.02B.

Volume

The average weekly volume growth across all stocks in the F/m Investments Large Cap Focused Inv MF was 83%. For the same stocks of the MF, the average monthly volume growth was 91% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 70
Price Growth Rating: 33
SMR Rating: 36
Profit Risk Rating: 25
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
IDX Funds4300 SHAWNEE MISSION PARKWAY, SUITE 100, FAIRWAY, KS, 66205FAIRWAY
Phone
(888) 263-5593
Web
N/A
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IAFMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IAFMX has been closely correlated with VIGRX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if IAFMX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IAFMX
1D Price
Change %
IAFMX100%
+1.27%
VIGRX - IAFMX
98%
Closely correlated
+1.05%
VIGAX - IAFMX
98%
Closely correlated
+1.06%
VIGIX - IAFMX
98%
Closely correlated
+1.05%
RGAHX - IAFMX
82%
Closely correlated
+0.91%
FAFGX - IAFMX
82%
Closely correlated
+0.91%
More