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PHSWX Parvin Hedged Equity Solari World Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Medtronic plc (NYSE:MDT), Intel Corp (NASDAQ:INTC), 3M Company (NYSE:MMM), eBay (NASDAQ:EBAY).

Industry description

The investment seeks capital preservation, current income, and growth. Under normal market conditions, the fund will invest at least 80% of its net assets in equity securities. The fund's investment in equity securities may be of any market capitalization. Of investments held in the fund, approximately 40%-60% are expected to be U.S. domestic companies, approximately 30%-50% companies located in international developed markets, and approximately 10%-30% companies domiciled in emerging markets.

Market Cap

The average market capitalization across the Parvin Hedged Equity Solari World MF is 38.91B. The market cap for tickers in the group ranges from 609.81M to 115.55B. MDT holds the highest valuation in this group at 115.55B. The lowest valued company is SVM at 609.81M.

Volume

The average weekly volume growth across all stocks in the Parvin Hedged Equity Solari World MF was 46%. For the same stocks of the MF, the average monthly volume growth was 62% and the average quarterly volume growth was 180%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 56
Price Growth Rating: 33
SMR Rating: 63
Profit Risk Rating: 70
Seasonality Score: -63 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Amm FundsPO Box 675203 14249 Rancho Santa Fe Farms RoadRancho Santa Fe
Phone
1-888-999-1395
Web
www.amminvest.com.
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PHSWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PHSWX has been closely correlated with DHLSX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHSWX jumps, then DHLSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHSWX
1D Price
Change %
PHSWX100%
-0.32%
DHLSX - PHSWX
72%
Closely correlated
-0.03%
DIAYX - PHSWX
46%
Loosely correlated
-0.03%
DIAMX - PHSWX
45%
Loosely correlated
-0.07%
NLSIX - PHSWX
25%
Poorly correlated
-0.27%
NLSAX - PHSWX
25%
Poorly correlated
-0.22%
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