+Compare
PWDIX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
24.17M

PWDIX Donoghue Forlines Dividend I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Caterpillar (NYSE:CAT), Cigna Group (The) (NYSE:CI), Capital One Financial (NYSE:COF), Simon Property Group (NYSE:SPG), 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 I MF is 82.23B. The market cap for tickers in the group ranges from 5.57B to 161.74B. CAT holds the highest valuation in this group at 161.74B. The lowest valued company is OMF at 5.57B.

Volume

The average weekly volume growth across all stocks in the Donoghue Forlines Dividend I MF was -13%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

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

Valuation Rating: 45
P/E Growth Rating: 41
Price Growth Rating: 44
SMR Rating: 43
Profit Risk Rating: 43
Seasonality Score: -43 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Northern Lights Fund Tr(Power Dividend Index)17605 WRIGHT STREETOmaha
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYLGX86.940.32
+0.37%
Rydex S&P 500 Pure Growth A
AMOMX21.240.01
+0.05%
AQR Large Cap Momentum Style I
RIVDX16.61N/A
N/A
American Funds International Vntg R-2
DHSYX24.63-0.04
-0.16%
Diamond Hill Small Cap Y
RGLDX22.15-0.04
-0.18%
American Funds Global Insight R-3

PWDIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PWDIX has been closely correlated with PAALX. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWDIX jumps, then PAALX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PWDIX
1D Price
Change %
PWDIX100%
-0.35%
PAALX - PWDIX
67%
Closely correlated
N/A
PAAIX - PWDIX
66%
Closely correlated
N/A
PASCX - PWDIX
22%
Poorly correlated
N/A
PATRX - PWDIX
19%
Poorly correlated
N/A
PAANX - PWDIX
19%
Poorly correlated
N/A
More