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MVSIX Mar Vista Strategic Growth Institutional Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Adobe (NASDAQ:ADBE), Walt Disney Company (The) (NYSE:DIS), American Tower Corp (NYSE:AMT).

Industry description

The investment seeks superior long-term growth of capital. The fund invests in equity securities that the adviser believes have strong growth characteristics and are undervalued in the marketplace. It invests primarily (at least 65% of its net assets) in equity securities, principally common and preferred stocks, of U.S. companies. The adviser tends to invest more significantly in equity securities of companies with larger market capitalizations, but may also invest in equity securities of mid and small market capitalization companies. The fund maintains a portfolio of approximately 30-50 stocks.

Market Cap

The average market capitalization across the Mar Vista Strategic Growth Institutional MF is 1.1T. The market cap for tickers in the group ranges from 6.28B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GXO at 6.28B.

Volume

The average weekly volume growth across all stocks in the Mar Vista Strategic Growth Institutional MF was 80%. For the same stocks of the MF, the average monthly volume growth was 115% and the average quarterly volume growth was 84%

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: 68
Price Growth Rating: 42
SMR Rating: 37
Profit Risk Rating: 44
Seasonality Score: 9 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Manager Directed Portfolios6001 Shady Oak Road, Suite 200Minnetonka
Phone
800-497-2960
Web
N/A
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MVSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MVSIX has been loosely correlated with RGAAX. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if MVSIX jumps, then RGAAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVSIX
1D Price
Change %
MVSIX100%
-1.86%
RGAAX - MVSIX
48%
Loosely correlated
-1.66%
GFFFX - MVSIX
45%
Loosely correlated
-1.64%
RGABX - MVSIX
44%
Loosely correlated
-1.66%
RGAGX - MVSIX
43%
Loosely correlated
-1.66%
RGAFX - MVSIX
43%
Loosely correlated
-1.65%
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