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ICTVX ICON Utilities and Income Inv Forecast, Technical & Fundamental Analysis

Category Utilities
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nextera Energy Inc (NYSE:NEE).

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 in the 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 Utilities and Income Inv MF is 27.27B. The market cap for tickers in the group ranges from 3.37B to 131.17B. NEE holds the highest valuation in this group at 131.17B. The lowest valued company is SR at 3.37B.

Volume

The average weekly volume growth across all stocks in the ICON Utilities and Income Inv MF was 38%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was 0%

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: 56
Price Growth Rating: 35
SMR Rating: 72
Profit Risk Rating: 66
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Utilities

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

Correlation & Price change

A.I.dvisor indicates that over the last year, ICTVX has been closely correlated with FRUAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if ICTVX jumps, then FRUAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ICTVX
1D Price
Change %
ICTVX100%
+0.11%
FRUAX - ICTVX
94%
Closely correlated
-0.54%
FKUTX - ICTVX
93%
Closely correlated
-0.50%
VUIAX - ICTVX
92%
Closely correlated
-0.79%
FKUQX - ICTVX
91%
Closely correlated
-0.50%
FUFRX - ICTVX
91%
Closely correlated
-0.50%
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