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MCMVX Monongahela All Cap Value Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), MetLife (NYSE:MET).

Industry description

The investment seeks total return through long-term capital appreciation and income. The fund seeks to achieve its investment objective by investing primarily in a portfolio of domestic equity securities, which primarily consist of common and preferred stocks and securities convertible into common stocks, of companies of any market capitalization. It may invest up to 30% of its assets in fixed-income securities whose returns the Adviser believes will provide comparable returns to the equities in which the fund invests.

Market Cap

The average market capitalization across the Monongahela All Cap Value MF is 56.4B. The market cap for tickers in the group ranges from 1.3B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is LNN at 1.3B.

Volume

The average weekly volume growth across all stocks in the Monongahela All Cap Value MF was 181%. For the same stocks of the MF, the average monthly volume growth was 135% and the average quarterly volume growth was 181%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 50
Price Growth Rating: 40
SMR Rating: 47
Profit Risk Rating: 19
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Forum Funds (Moncapfund)Three Canal PlazaPortland
Phone
(855) 392-9331
Web
www.Moncapfund.com
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MCMVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MCMVX has been closely correlated with JVMTX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCMVX jumps, then JVMTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MCMVX
1D Price
Change %
MCMVX100%
-0.57%
JVMTX - MCMVX
91%
Closely correlated
-0.62%
VMVAX - MCMVX
91%
Closely correlated
-0.43%
VMVIX - MCMVX
87%
Closely correlated
-0.43%
JVMRX - MCMVX
85%
Closely correlated
-0.62%
JVMCX - MCMVX
83%
Closely correlated
-0.63%
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