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NIAGX Nia Impact Solutions Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), International Business Machines Corp (NYSE:IBM).

Industry description

The investment seeks long-term capital appreciation by investing in companies that contribute towards advancements in the areas of diversity and inclusion, sustainability and/or social justice. Under normal circumstances the fund seeks to achieve its investment objective by investing at least 80% of its assets in equity securities of U.S. and non-U.S. companies, including emerging market companies that meet the Adviser’s environmental, social, and corporate governance (“ESG”) criteria at the time of investment.

Market Cap

The average market capitalization across the Nia Impact Solutions MF is 172.68B. The market cap for tickers in the group ranges from 9.76B to 774.4B. TSM holds the highest valuation in this group at 774.4B. The lowest valued company is STN at 9.76B.

Volume

The average weekly volume growth across all stocks in the Nia Impact Solutions MF was -31%. For the same stocks of the MF, the average monthly volume growth was 79% and the average quarterly volume growth was 66%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 37
Price Growth Rating: 29
SMR Rating: 51
Profit Risk Rating: 14
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
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NIAGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NIAGX has been closely correlated with CWICX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if NIAGX jumps, then CWICX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NIAGX
1D Price
Change %
NIAGX100%
+0.17%
CWICX - NIAGX
83%
Closely correlated
-0.57%
RWIAX - NIAGX
83%
Closely correlated
-0.57%
RWIFX - NIAGX
83%
Closely correlated
-0.57%
RWIBX - NIAGX
83%
Closely correlated
-0.58%
CWIAX - NIAGX
83%
Closely correlated
-0.57%
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