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MXOAX Empower Ariel Mid Cap Value Instl Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Generac Holdings (NYSE:GNRC).

Industry description

The investment seeks long-term capital appreciation. The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of mid-capitalization (“mid cap”) companies. For purposes of the 80% policy, the fund considers mid cap companies to be those whose market capitalization falls within the range of the Russell Midcap ® Index at the time of initial purchase. The fund generally holds between 25-45 securities in its portfolio.

Market Cap

The average market capitalization across the Empower Ariel Mid Cap Value Instl MF is 36.6B. The market cap for tickers in the group ranges from 6.81B to 134.2B. GS holds the highest valuation in this group at 134.2B. The lowest valued company is MAT at 6.81B.

Volume

The average weekly volume growth across all stocks in the Empower Ariel Mid Cap Value Instl MF was -21%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 48%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 43
Price Growth Rating: 41
SMR Rating: 47
Profit Risk Rating: 56
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Empower Funds, Inc.8515 E Orchard RdGreenwood Village
Phone
N/A
Web
www.greatwestfunds.com
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MXOAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MXOAX has been loosely correlated with JVMRX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MXOAX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MXOAX
1D Price
Change %
MXOAX100%
N/A
JVMRX - MXOAX
65%
Loosely correlated
+0.93%
JVMCX - MXOAX
65%
Loosely correlated
+0.91%
JVMTX - MXOAX
27%
Poorly correlated
+0.90%
VMVIX - MXOAX
21%
Poorly correlated
+0.38%
VMVAX - MXOAX
21%
Poorly correlated
+0.39%
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