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NSOPX North Star Opportunity A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Advanced Micro Devices (NASDAQ:AMD), QUALCOMM (NASDAQ:QCOM).

Industry description

The investment seeks long-term capital appreciation. The adviser expects to invest approximately 80 - 100% of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0% to 5% of the fund's net assets, for individual stocks and up to 25% for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. The advisor may also devote a substantial amount of the fund's capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.

Market Cap

The average market capitalization across the North Star Opportunity A MF is 855.54B. The market cap for tickers in the group ranges from 171.18M to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is ACU at 171.18M.

Volume

The average weekly volume growth across all stocks in the North Star Opportunity A MF was -25%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 54
Price Growth Rating: 37
SMR Rating: 30
Profit Risk Rating: 15
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Northern Lights Fund Trust II (NS)4020 South 147th StreetOmaha
Phone
N/A
Web
www.nsinvest.com
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NSOPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NSOPX has been closely correlated with RGWEX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if NSOPX jumps, then RGWEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NSOPX
1D Price
Change %
NSOPX100%
-0.22%
RGWEX - NSOPX
90%
Closely correlated
-0.33%
FFIFX - NSOPX
84%
Closely correlated
-0.15%
RIEBX - NSOPX
84%
Closely correlated
-0.19%
FAIFX - NSOPX
84%
Closely correlated
-0.15%
RIDBX - NSOPX
84%
Closely correlated
-0.16%
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