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PSEPX
Mutual Fund ticker: NASDAQ
AS OF
Apr 1 closing price
Price
$18.09
Change
+$0.01 (+0.06%)
Net Assets
31.05M

PSEPX 1789 Growth and Income P Forecast, Technical & Fundamental Analysis

The investment seeks total return comprised of current income, growth of income, and capital appreciation... Show more

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

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Lockheed Martin Corp (NYSE:LMT), CME Group (NASDAQ:CME), Kroger Co (The) (NYSE:KR).

Industry description

The investment seeks total return comprised of current income, growth of income, and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities (including preferred stocks and warrants), debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds ("ETFs") that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.

Market Cap

The average market capitalization across the 1789 Growth and Income P MF is 136.17B. The market cap for tickers in the group ranges from 12.31B to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is IPG at 12.31B.

Volume

The average weekly volume growth across all stocks in the 1789 Growth and Income P MF was -6%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was 57%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 40
Price Growth Rating: 39
SMR Rating: 46
Profit Risk Rating: 21
Seasonality Score: -6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Pinnacle Capital Management Funds Trust100 Limestone Plaza, Suite 200Fayetteville
Phone
315-234-9716
Web
www.pcm-advisors.com
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PSEPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSEPX has been closely correlated with VVIAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSEPX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSEPX
1D Price
Change %
PSEPX100%
N/A
VVIAX - PSEPX
87%
Closely correlated
N/A
VIVIX - PSEPX
87%
Closely correlated
N/A
VIVAX - PSEPX
87%
Closely correlated
N/A
RMFEX - PSEPX
86%
Closely correlated
+0.14%
RMEBX - PSEPX
86%
Closely correlated
+0.14%
More