MENU

LIOTX Issachar I Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Arista Networks (NYSE:ANET), Datadog (NASDAQ:DDOG).

Industry description

The investment seeks moderate capital appreciation consistent with capital preservation. The Adviser employs an opportunistic long and/or short investment strategy in which the fund invests in equity and/or fixed income securities through individual securities, exchange-traded funds ("ETFs"), and other investment companies. The fund seeks to avoid major declines and maximize profit potential during up-trends in the market.

Market Cap

The average market capitalization across the Issachar I MF is 31.81B. The market cap for tickers in the group ranges from 3.04B to 90.66B. ANET holds the highest valuation in this group at 90.66B. The lowest valued company is RPD at 3.04B.

Volume

The average weekly volume growth across all stocks in the Issachar I MF was 3%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was 27%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 77
Price Growth Rating: 55
SMR Rating: 66
Profit Risk Rating: 54
Seasonality Score: 7 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Northern Lights Fund Trust III17605 WRIGHT STREETOmaha
Phone
631-470-2621
Web
www.thecoveredbridgefund.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSMQX20.160.42
+2.13%
Goldman Sachs Small/Mid Cap Growth Svc
RWGIX5.650.10
+1.80%
Wedgewood Institutional
STVTX12.100.18
+1.51%
Virtus Ceredex Large-Cap Value Equity I
LMMRX31.260.27
+0.87%
ClearBridge Dividend Strategy R
FOCIX13.250.03
+0.23%
Fairholme Focused Income

LIOTX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that LIOTX and PAAIX have been poorly correlated (+17% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that LIOTX and PAAIX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LIOTX
1D Price
Change %
LIOTX100%
N/A
PAAIX - LIOTX
17%
Poorly correlated
-0.18%
PAALX - LIOTX
17%
Poorly correlated
-0.26%
PALPX - LIOTX
3%
Poorly correlated
-0.26%
PAANX - LIOTX
2%
Poorly correlated
-0.26%
PASCX - LIOTX
2%
Poorly correlated
-0.27%
More