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KNGLX Vest S&P500 Div Aristocrats Trgt Inc Inv Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are International Business Machines Corp (NYSE:IBM), Medtronic plc (NYSE:MDT), Target Corp (NYSE:TGT), Nucor Corp (NYSE:NUE).

Industry description

The investment seeks to track the price and yield performance, before fees and expenses, of the Cboe S&P 500® Dividend Aristocrats Target Income Index (the "index"). The fund employs an investment approach designed to track the performance of the index before fees and expenses. The index is designed with the primary goal of generating an annualized level of income that is approximately 10% over the annual dividend yield of the S&P 500® Index and a secondary goal of generating price returns that are proportional to the price returns of the S&P 500® Index.

Market Cap

The average market capitalization across the Vest S&P500 Div Aristocrats Trgt Inc Inv MF is 79.24B. The market cap for tickers in the group ranges from 14.01B to 176.14B. IBM holds the highest valuation in this group at 176.14B. The lowest valued company is PNR at 14.01B.

Volume

The average weekly volume growth across all stocks in the Vest S&P500 Div Aristocrats Trgt Inc Inv MF was 23%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 57
Price Growth Rating: 32
SMR Rating: 40
Profit Risk Rating: 37
Seasonality Score: 28 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Derivative Income
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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KNGLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, KNGLX has been loosely correlated with JEPIX. These tickers have moved in lockstep 45% of the time. This A.I.-generated data suggests there is some statistical probability that if KNGLX jumps, then JEPIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KNGLX
1D Price
Change %
KNGLX100%
+0.57%
JEPIX - KNGLX
45%
Loosely correlated
-0.14%
JEPCX - KNGLX
43%
Loosely correlated
-0.14%
JEPRX - KNGLX
42%
Loosely correlated
-0.07%
JEPSX - KNGLX
39%
Loosely correlated
N/A
JEPAX - KNGLX
39%
Loosely correlated
-0.14%