MENU
+Compare
OTGAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$7.59
Change
-$0.21 (-2.69%)
Net Assets
15.86M

OTGAX OTG Latin America A Shares Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Petroleo Brasileiro Sa-Petrobras ADS (REP 1 Common Share) (NYSE:PBR), Itau Unibanco Holding SA (NYSE:ITUB), Vale SA (NYSE:VALE), Banco Bradesco SA (NYSE:BBD).

Industry description

The investment seeks long-term capital appreciation through investments in the equity securities of companies located in Latin America. Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in Latin American equity securities. These equity securities include the securities of Latin American companies and investment companies that primarily invest in the securities of issuers in, or seek to track the performance of indices based on, Latin American markets. It may invest up to 20% of its assets in countries other than Latin American countries.

Market Cap

The average market capitalization across the OTG Latin America A Shares MF is 35.66B. The market cap for tickers in the group ranges from 515.25M to 97.61B. PBR holds the highest valuation in this group at 97.61B. The lowest valued company is GRPOF at 515.25M.

Volume

The average weekly volume growth across all stocks in the OTG Latin America A Shares MF was 17%. For the same stocks of the MF, the average monthly volume growth was 77% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 54
Price Growth Rating: 70
SMR Rating: 40
Profit Risk Rating: 73
Seasonality Score: 50 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LatinAmericaStock

Profile
Fundamentals
Details
Category
Latin America Stock
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYHOX75.81-0.33
-0.43%
Rydex NASDAQ-100® H
FHEAX18.19-0.10
-0.55%
Fidelity Advisor Real Estate A
DHLRX33.24-0.20
-0.60%
Diamond Hill Large Cap I
IHSAX21.12-0.23
-1.08%
Hartford Small Company A
WFICX15.11-0.18
-1.18%
North Star Small Cap Value Institutional

OTGAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OTGAX has been closely correlated with TRZYX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if OTGAX jumps, then TRZYX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OTGAX
1D Price
Change %
OTGAX100%
+0.39%
TRZYX - OTGAX
89%
Closely correlated
+0.24%
SLANX - OTGAX
80%
Closely correlated
+0.38%
SLARX - OTGAX
74%
Closely correlated
+0.38%
SLAPX - OTGAX
74%
Closely correlated
+0.37%
RLAIX - OTGAX
73%
Closely correlated
+0.30%
More