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IMSCX IMS Capital Value Forecast, Technical & Fundamental Analysis

Category LargeBlend
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:GOOG), Meta Platforms (NASDAQ:META), Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE), Starbucks Corp (NASDAQ:SBUX), Boeing Company (NYSE:BA).

Industry description

The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends. The fund invests primarily in common stocks of mid-cap and large-cap U.S. companies. With respect to both mid-cap and large-cap stocks, the adviser employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics.

Market Cap

The average market capitalization across the IMS Capital Value MF is 1.52T. The market cap for tickers in the group ranges from 104.8B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is BA at 104.8B.

Volume

The average weekly volume growth across all stocks in the IMS Capital Value MF was 51%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 55
Price Growth Rating: 37
SMR Rating: 20
Profit Risk Rating: 28
Seasonality Score: 5 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
360 Funds (IMS)360 Funds (IMS), 420 LEXINGTON AVENUE, SUITE 601NEW YORK
Phone
215-830-8990, X101
Web
www.imsfunds.com
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IMSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IMSCX has been closely correlated with VFFSX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if IMSCX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IMSCX
1D Price
Change %
IMSCX100%
-1.39%
VFFSX - IMSCX
96%
Closely correlated
-1.31%
VSMPX - IMSCX
95%
Closely correlated
-1.30%
VSTSX - IMSCX
95%
Closely correlated
-1.31%
FXAIX - IMSCX
94%
Closely correlated
-1.31%
VTSMX - IMSCX
94%
Closely correlated
-1.31%
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