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MPGVX Mondrian Global Equity Value Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), ABBVIE (NYSE:ABBV), Wells Fargo & Co (NYSE:WFC), Dollar Tree (NASDAQ:DLTR).

Industry description

The investment seeks long-term total return. The fund is a global fund and generally invests in equity securities of companies around the world, that, in the Adviser's opinion, are undervalued at the time of purchase based on fundamental value analysis employed by the Adviser. Under normal circumstances, it invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The fund may invest in securities of emerging market companies. It is non-diversified.

Market Cap

The average market capitalization across the Mondrian Global Equity Value MF is 830.33B. The market cap for tickers in the group ranges from 13.39B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DLTR at 13.39B.

Volume

The average weekly volume growth across all stocks in the Mondrian Global Equity Value MF was 28%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 41
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 35
Seasonality Score: 14 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Gallery TrustOne Freedom Valley DriveOaks
Phone
888-832-4386
Web
www.mondrian.com/mutualfunds
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MPGVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MPGVX has been closely correlated with DOXWX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if MPGVX jumps, then DOXWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MPGVX
1D Price
Change %
MPGVX100%
-1.40%
DOXWX - MPGVX
87%
Closely correlated
-1.61%
BIBDX - MPGVX
85%
Closely correlated
-0.90%
FMDRX - MPGVX
84%
Closely correlated
-1.34%
TEDSX - MPGVX
84%
Closely correlated
-1.35%
TEDRX - MPGVX
84%
Closely correlated
-1.38%
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