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PWDCX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$9.10
Change
-$0.25 (-2.67%)
Net Assets
69.13M

PWDCX Donoghue Forlines Dividend C Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Merck & Co (NYSE:MRK), Caterpillar (NYSE:CAT), American Express Company (NYSE:AXP), Cigna Group (The) (NYSE:CI), Discover Financial Services (NYSE:DFS), Synchrony Financial (NYSE:SYF).

Industry description

The investment seeks total return from dividend income and capital appreciation; capital preservation is a secondary objective of the fund. The fund’s investment adviser seeks to achieve its investment objectives by seeking to track the FCF Risk Managed Sector Neutral Dividend Index that provides a formulaic methodology for allocating investment between securities of issuers who demonstrate higher free cash flow and dividend yield and short-term treasuries. The methodology of the index is designed to convey the benefits of high free cash flow and dividend yield, sector diversification and equal weighting.

Market Cap

The average market capitalization across the Donoghue Forlines Dividend C MF is 92.02B. The market cap for tickers in the group ranges from 7.23B to 331.75B. MRK holds the highest valuation in this group at 331.75B. The lowest valued company is ALSN at 7.23B.

Volume

The average weekly volume growth across all stocks in the Donoghue Forlines Dividend C MF was -1%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 33
Price Growth Rating: 38
SMR Rating: 37
Profit Risk Rating: 26
Seasonality Score: 46 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Northern Lights Fund Tr(Power Dividend Index)17605 WRIGHT STREETOmaha
Phone
N/A
Web
N/A
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PWDCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PWDCX has been closely correlated with ACRIX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWDCX jumps, then ACRIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PWDCX
1D Price
Change %
PWDCX100%
-0.74%
ACRIX - PWDCX
69%
Closely correlated
-0.44%
ARAAX - PWDCX
69%
Closely correlated
-0.44%
ARANX - PWDCX
69%
Closely correlated
-0.44%
PAALX - PWDCX
67%
Closely correlated
N/A
PAAIX - PWDCX
66%
Closely correlated
N/A
More