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ICBMX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$17.38
Change
+$0.01 (+0.06%)
Net Assets
125M

ICBMX ICON Natural Resources and Infras Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Enterprise Products Partners LP (NYSE:EPD), Cemex SAB de CV (NYSE:CX).

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies the Advisor considers Natural Resources and/or Infrastructure focused, which are companies in the Energy, Industrials, Materials and Utilities sectors. Equity securities in which the fund may invest include common stocks and preferred stocks of companies of any market capitalization. It is non-diversified.

Market Cap

The average market capitalization across the ICON Natural Resources and Infras Instl MF is 14.19B. The market cap for tickers in the group ranges from 1.23B to 63.68B. EPD holds the highest valuation in this group at 63.68B. The lowest valued company is BLBD at 1.23B.

Volume

The average weekly volume growth across all stocks in the ICON Natural Resources and Infras Instl MF was 207%. For the same stocks of the MF, the average monthly volume growth was 242% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 52
Price Growth Rating: 61
SMR Rating: 53
Profit Risk Rating: 49
Seasonality Score: 54 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category NaturalResources

Profile
Fundamentals
Details
Category
Natural Resources
Address
Shelton Greater China Fund44 Montgomery Street #2100San Francisco
Phone
(800) 955-9988
Web
WWW.SHELTONCAP.COM
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ICBMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ICBMX has been closely correlated with VMIAX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if ICBMX jumps, then VMIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ICBMX
1D Price
Change %
ICBMX100%
+0.06%
VMIAX - ICBMX
76%
Closely correlated
+1.01%
FSDPX - ICBMX
76%
Closely correlated
+1.11%
FRNRX - ICBMX
75%
Closely correlated
+1.18%
CFWAX - ICBMX
74%
Closely correlated
+0.64%
FFGTX - ICBMX
72%
Closely correlated
+0.97%
More