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LIMIX Cromwell Tran Sustainable Focus Instl Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL).

Industry description

The investment seeks to provide principal preservation and long-term capital appreciation. The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than $2 billion that have, in the Adviser’s opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.

Market Cap

The average market capitalization across the Cromwell Tran Sustainable Focus Instl MF is 791.58B. The market cap for tickers in the group ranges from 17.6B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AER at 17.6B.

Volume

The average weekly volume growth across all stocks in the Cromwell Tran Sustainable Focus Instl MF was -32%. For the same stocks of the MF, the average monthly volume growth was 50% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 54
Price Growth Rating: 38
SMR Rating: 48
Profit Risk Rating: 31
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
FundVantage Trust (Lateef)301 Bellevue ParkwayWilmington
Phone
610-382-8667
Web
www.lateef.com/lateef_fund.htm.
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LIMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LIMIX has been closely correlated with RGAFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if LIMIX jumps, then RGAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LIMIX
1D Price
Change %
LIMIX100%
-0.12%
RGAFX - LIMIX
88%
Closely correlated
-0.18%
RGAEX - LIMIX
87%
Closely correlated
-0.18%
FAFGX - LIMIX
87%
Closely correlated
-0.18%
GAFFX - LIMIX
87%
Closely correlated
-0.18%
FFAFX - LIMIX
87%
Closely correlated
-0.18%
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