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MWMIX VanEck Morningstar Wide Moat I Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Salesforce (NYSE:CRM), Walt Disney Company (The) (NYSE:DIS), Wells Fargo & Co (NYSE:WFC), US Bancorp (NYSE:USB).

Industry description

The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the Morningstar® Wide Moat Focus IndexSM (the "index"). Under normal conditions, the fund invests at least 80% of its net assets in securities that comprise the index. The index is comprised of securities issued by companies that Morningstar, Inc. ("Morningstar") determines to have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors ("wide moat companies").

Market Cap

The average market capitalization across the VanEck Morningstar Wide Moat I MF is 103.28B. The market cap for tickers in the group ranges from 11.79B to 293.19B. CRM holds the highest valuation in this group at 293.19B. The lowest valued company is ALLE at 11.79B.

Volume

The average weekly volume growth across all stocks in the VanEck Morningstar Wide Moat I MF was 61%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 88%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 52
Price Growth Rating: 36
SMR Rating: 44
Profit Risk Rating: 48
Seasonality Score: 30 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Van Eck funds666 Third AvenueNew York
Phone
N/A
Web
www.vaneck.com
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MWMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MWMIX has been closely correlated with FXAIX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if MWMIX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MWMIX
1D Price
Change %
MWMIX100%
-1.85%
FXAIX - MWMIX
77%
Closely correlated
-1.31%
VFFSX - MWMIX
73%
Closely correlated
-1.31%
VFINX - MWMIX
73%
Closely correlated
-1.31%
VFIAX - MWMIX
73%
Closely correlated
-1.31%
FWMMX - MWMIX
70%
Closely correlated
-1.12%
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