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KBIWX KBI Global Investors Aquarius Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term total return, consisting of capital appreciation and income. Under normal circumstances, the fund principally invests in equity securities, without regard to market capitalization, of companies whose main business is in the water-related resource sector or that are significantly involved in the water-related resource sector. Water-related resource sector activities may include, but are not limited to, water treatment, engineering, filtration, environmental controls, water-related equipment, water and wastewater services, and water utilities. It is non-diversified.

Market Cap

The average market capitalization across the KBI Global Investors Aquarius Instl MF is 22.28B. The market cap for tickers in the group ranges from 29.8M to 59.25B. ROP holds the highest valuation in this group at 59.25B. The lowest valued company is SVT at 29.8M.

Volume

The average weekly volume growth across all stocks in the KBI Global Investors Aquarius Instl MF was 12%. For the same stocks of the MF, the average monthly volume growth was 80% 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: 69
P/E Growth Rating: 70
Price Growth Rating: 49
SMR Rating: 72
Profit Risk Rating: 46
Seasonality Score: -51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category NaturalResources

Profile
Fundamentals
Details
Category
Natural Resources
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A
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KBIWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, KBIWX has been closely correlated with VMIAX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if KBIWX jumps, then VMIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KBIWX
1D Price
Change %
KBIWX100%
-0.37%
VMIAX - KBIWX
69%
Closely correlated
-0.25%
GEACX - KBIWX
64%
Loosely correlated
-0.44%
GMOWX - KBIWX
64%
Loosely correlated
-0.39%
GAAHX - KBIWX
57%
Loosely correlated
-0.39%
FIQRX - KBIWX
54%
Loosely correlated
-0.27%
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