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NWALX Nationwide BNY Mellon Dyn US Eq Inc A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), AT&T (NYSE:T), Medtronic plc (NYSE:MDT).

Industry description

The investment seeks total return, consisting of capital appreciation and/or income. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of U.S. issuers, primarily common stocks. Equity securities also may include preferred stocks, convertible securities and derivatives the value of which are linked to equity securities. The fund also may invest up to 20% of its net assets in equity securities of foreign companies, which are companies organized under the laws of countries other than the United States.

Market Cap

The average market capitalization across the Nationwide BNY Mellon Dyn US Eq Inc A MF is 249.85B. The market cap for tickers in the group ranges from 115.55B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is MDT at 115.55B.

Volume

The average weekly volume growth across all stocks in the Nationwide BNY Mellon Dyn US Eq Inc A MF was 20%. For the same stocks of the MF, the average monthly volume growth was 48% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 36
Price Growth Rating: 26
SMR Rating: 54
Profit Risk Rating: 51
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Nationwide Mutual Funds1000 Continental Drive, Suite 400King of Prussia,
Phone
610-230-2864
Web
www.nationwide.com/mutualfunds
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NWALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NWALX has been closely correlated with VVIAX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if NWALX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NWALX
1D Price
Change %
NWALX100%
N/A
VVIAX - NWALX
78%
Closely correlated
+0.27%
VIVIX - NWALX
78%
Closely correlated
+0.27%
VIVAX - NWALX
78%
Closely correlated
+0.27%
DOXGX - NWALX
74%
Closely correlated
+0.35%
DODGX - NWALX
74%
Closely correlated
+0.35%
More