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PXLIX Impax Large Cap Fund Institutional Forecast, Technical & Fundamental Analysis

Category LargeBlend
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), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), Walt Disney Company (The) (NYSE:DIS), SERVICENOW (NYSE:NOW).

Industry description

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (such as common stocks, securities convertible into common or preferred stocks and warrants) of companies that, when purchased, have capitalizations within the range of Standard & Poor's 500 Index as measured by market capitalization. It may invest up to 45% of its assets in securities of non-U.S. issuers, including American Depositary Receipts ("ADRs"). The fund may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

Market Cap

The average market capitalization across the Impax Large Cap Fund Institutional MF is 997.82B. The market cap for tickers in the group ranges from 21.72B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is APTV at 21.72B.

Volume

The average weekly volume growth across all stocks in the Impax Large Cap Fund Institutional MF was -9%. For the same stocks of the MF, the average monthly volume growth was 44% and the average quarterly volume growth was 79%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 61
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 33
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Pax World Funds Series Trust I30 Penhallow Street, Suite 400Portsmouth
Phone
N/A
Web
www.paxworld.com
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PXLIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PXLIX has been closely correlated with FXAIX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if PXLIX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PXLIX
1D Price
Change %
PXLIX100%
+0.72%
FXAIX - PXLIX
92%
Closely correlated
+0.55%
VTSAX - PXLIX
89%
Closely correlated
+0.69%
VSMPX - PXLIX
89%
Closely correlated
+0.70%
VTSMX - PXLIX
89%
Closely correlated
+0.69%
VITSX - PXLIX
89%
Closely correlated
+0.69%
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