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PBFDX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$32.03
Change
-$0.08 (-0.25%)
Net Assets
296.71M

PBFDX Payson Total Return Forecast, Technical & Fundamental Analysis

The investment seeks a combination of high current income and capital appreciation... Show more

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Adobe (NASDAQ:ADBE), Lam Research Corp (NASDAQ:LRCX).

Industry description

The investment seeks a combination of high current income and capital appreciation. The fund invests primarily in common stock and convertible securities of large and mid capitalization domestic companies. Its investment adviser defines large capitalization domestic companies as those companies with market capitalizations in excess of $12 billion and mid capitalization domestic companies as those companies with market capitalizations in the range of $2 billion to $12 billion.

Market Cap

The average market capitalization across the Payson Total Return MF is 1.24T. The market cap for tickers in the group ranges from 23.15B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CDW at 23.15B.

Volume

The average weekly volume growth across all stocks in the Payson Total Return MF was 29%. For the same stocks of the MF, the average monthly volume growth was 42% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 59
Price Growth Rating: 38
SMR Rating: 25
Profit Risk Rating: 31
Seasonality Score: 57 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Forum Funds (Payson)P.O. Box 588Portland
Phone
800-805-8258
Web
www.hmpayson.com
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PBFDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PBFDX has been closely correlated with VFFSX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBFDX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBFDX
1D Price
Change %
PBFDX100%
-0.25%
VFFSX - PBFDX
95%
Closely correlated
N/A
FXAIX - PBFDX
93%
Closely correlated
N/A
VFINX - PBFDX
90%
Closely correlated
N/A
VITSX - PBFDX
90%
Closely correlated
N/A
VTSMX - PBFDX
90%
Closely correlated
N/A
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