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NUESX Northern US Quality ESG K Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Coca-Cola Company (NYSE:KO).

Industry description

The investment seeks to provide long-term capital appreciation. In seeking long-term capital appreciation, the fund will invest, under normal circumstances, at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large and mid-capitalization U.S. companies that the investment adviser believes have favorable environmental, social and governance ("ESG") characteristics under a third-party vendor's rating methodology.

Market Cap

The average market capitalization across the Northern US Quality ESG K MF is 1.77T. The market cap for tickers in the group ranges from 263.76B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is KO at 263.76B.

Volume

The average weekly volume growth across all stocks in the Northern US Quality ESG K MF was 54%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was 0%

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: 64
Price Growth Rating: 38
SMR Rating: 21
Profit Risk Rating: 18
Seasonality Score: 2 (-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
Northern Funds50 South LasalleChicago
Phone
+1 8005959111
Web
www.northernfunds.com
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NUESX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NUESX has been closely correlated with FWWMX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if NUESX jumps, then FWWMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NUESX
1D Price
Change %
NUESX100%
-1.48%
FWWMX - NUESX
84%
Closely correlated
-1.14%
RWMFX - NUESX
84%
Closely correlated
-1.12%
FWMMX - NUESX
84%
Closely correlated
-1.12%
RWEBX - NUESX
84%
Closely correlated
-1.13%
RWMEX - NUESX
84%
Closely correlated
-1.13%
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