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MRFOX Marshfield Concentrated Opportunity Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Mastercard (NYSE:MA), Goldman Sachs Group (NYSE:GS), TJX Companies (NYSE:TJX), AutoZone (NYSE:AZO), Domino's Pizza (NYSE:DPZ).

Industry description

The investment seeks the dual goals of capital preservation and the long-term growth of principal, while targeting a pattern of performance at variance with that of the market. The fund seeks to achieve its investment objective by investing principally in a portfolio of common stocks of companies traded on United States ("U.S.") securities exchanges or over-the-counter markets that exhibit low valuations based on the Adviser's analysis of the companies' intrinsic value. The fund may invest in companies of any capitalization size, including large-cap, mid-cap and small-cap companies. The fund is non-diversified.

Market Cap

The average market capitalization across the Marshfield Concentrated Opportunity MF is 105.98B. The market cap for tickers in the group ranges from 14.87B to 446.3B. MA holds the highest valuation in this group at 446.3B. The lowest valued company is DPZ at 14.87B.

Volume

The average weekly volume growth across all stocks in the Marshfield Concentrated Opportunity MF was -37%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -17%

Fundamental Analysis Ratings

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

Valuation Rating: 79
P/E Growth Rating: 53
Price Growth Rating: 40
SMR Rating: 44
Profit Risk Rating: 18
Seasonality Score: 9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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MRFOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MRFOX has been closely correlated with GFAFX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if MRFOX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MRFOX
1D Price
Change %
MRFOX100%
+0.42%
GFAFX - MRFOX
79%
Closely correlated
-0.60%
GFACX - MRFOX
79%
Closely correlated
-0.61%
AGTHX - MRFOX
65%
Loosely correlated
-0.61%
RGAFX - MRFOX
65%
Loosely correlated
-0.61%
GFFFX - MRFOX
65%
Loosely correlated
-0.60%
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