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ILESX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$18.80
Change
-$0.14 (-0.74%)
Net Assets
315.1K

ILESX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
published price charts
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), Home Depot (NYSE:HD), Salesforce (NYSE:CRM), Advanced Micro Devices (NASDAQ:AMD), Intuitive Surgical (NASDAQ:ISRG).

Industry description

The investment seeks to outperform, net of fees and expenses, the S&P 500 Index (the "Benchmark"). The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of large cap issuers located in the United States. Under normal circumstances, it invests at least 80% of its assets in common stocks of U.S. large cap companies that meet its environmental, social and governance ("ESG") guidelines at the time of investment.

Market Cap

The average market capitalization across the Fisher IIG US Lrg Cp Eq Env & Scl Val MF is 1.44T. The market cap for tickers in the group ranges from 44.4B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is MSCI at 44.4B.

Volume

The average weekly volume growth across all stocks in the Fisher IIG US Lrg Cp Eq Env & Scl Val MF was 24%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -43%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 64
Price Growth Rating: 23
SMR Rating: 42
Profit Risk Rating: 18
Seasonality Score: -26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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