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IDIVX
Mutual Fund ticker: NASDAQ
AS OF
Jun 12 closing price
Price
$19.07
Change
+$0.11 (+0.58%)
Net Assets
500.83M

IDIVX Integrity Dividend Harvest A Forecast, Technical & Fundamental Analysis

The investment seeks to maximize total return by emphasizing high current income with long term appreciation as a secondary objective, consistent with preservation of capital... Show more

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

Notable companies

The most notable companies in this group are Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), QUALCOMM (NASDAQ:QCOM), Morgan Stanley (NYSE:MS), Nextera Energy Inc (NYSE:NEE), Prudential Financial (NYSE:PRU).

Industry description

The investment seeks to maximize total return by emphasizing high current income with long term appreciation as a secondary objective, consistent with preservation of capital. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities, including common stock and preferred stock, of companies. It normally invests at least 65% of its net assets in equity securities that have consistently increased dividends for a period of at least 10 years. The fund may invest up to 30% of its net assets in foreign equity securities.

Market Cap

The average market capitalization across the Integrity Dividend Harvest A MF is 310.27B. The market cap for tickers in the group ranges from 42.17B to 1.2T. AVGO holds the highest valuation in this group at 1.2T. The lowest valued company is PRU at 42.17B.

Volume

The average weekly volume growth across all stocks in the Integrity Dividend Harvest A MF was -29%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was -59%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 46
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 30
Seasonality Score: 40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Integrity Funds1 Main Street NorthMinot
Phone
N/A
Web
www.integrityvikingfunds.com
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IDIVX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IDIVX
1D Price
Change %
IDIVX100%
+0.58%
RMFEX - IDIVX
89%
Closely correlated
+0.57%
RMFCX - IDIVX
89%
Closely correlated
+0.56%
RMEBX - IDIVX
89%
Closely correlated
+0.57%
FFFMX - IDIVX
84%
Closely correlated
+0.57%
VVIAX - IDIVX
83%
Closely correlated
N/A
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