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MOWIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$16.40
Change
-$0.14 (-0.85%)
Net Assets
83.86M

MOWIX Moerus Worldwide Value Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The adviser pursues the fund's investment objective by investing primarily in foreign (including frontier and emerging markets) and domestic common stocks that the adviser believes are undervalued. Under normal market conditions, the fund invests in at least three different countries and invests at least 80% of its total assets in securities of issuers organized or having their principal place of business outside the U.S. or doing a substantial amount (more than 50%) of business outside the U.S.

Market Cap

The average market capitalization across the Moerus Worldwide Value Institutional MF is 8.11B. The market cap for tickers in the group ranges from 790.7M to 8.64B. LTM holds the highest valuation in this group at 8.64B. The lowest valued company is DESP at 790.7M.

Volume

The average weekly volume growth across all stocks in the Moerus Worldwide Value Institutional MF was -50%. For the same stocks of the MF, the average monthly volume growth was -37% and the average quarterly volume growth was -21%

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: 30
Price Growth Rating: 41
SMR Rating: 44
Profit Risk Rating: 50
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Value
Address
Northern Lights Fund Trust IV17605 Wright StreetOmaha
Phone
(402) 895-1600
Web
N/A
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MOWIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MOWIX has been closely correlated with DFVQX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if MOWIX jumps, then DFVQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MOWIX
1D Price
Change %
MOWIX100%
-0.85%
DFVQX - MOWIX
81%
Closely correlated
-0.58%
DISVX - MOWIX
81%
Closely correlated
-0.90%
AVANX - MOWIX
79%
Closely correlated
N/A
BISAX - MOWIX
75%
Closely correlated
N/A
CVISX - MOWIX
75%
Closely correlated
-0.46%
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