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QDVSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$18.13
Change
-$0.10 (-0.55%)
Net Assets
301.71K

QDVSX Fisher IIG ESG Stck for Ret Plns Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Eli Lilly & Co (NYSE:LLY), Advanced Micro Devices (NASDAQ:AMD).

Industry description

The investment seeks to outperform, net of fees and expenses, the return of the MSCI ACWI Investable Markets Index. The fund adviser seeks to achieve its objective by investing primarily in a portfolio of global equity securities, including securities of emerging market companies. Under normal circumstances, it invests at least 80% of its assets in common stocks that meet the fund's environmental, social and governance guidelines at the time of investment.

Market Cap

The average market capitalization across the Fisher IIG ESG Stck for Ret Plns MF is 1.55T. The market cap for tickers in the group ranges from 17.39B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is LII at 17.39B.

Volume

The average weekly volume growth across all stocks in the Fisher IIG ESG Stck for Ret Plns MF was 22%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -43%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 62
Price Growth Rating: 35
SMR Rating: 28
Profit Risk Rating: 15
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Unified Series Trust225 PICTORIA DRIVE, SUITE 450CINCINNATI
Phone
N/A
Web
N/A
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QDVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QDVSX has been closely correlated with NPFCX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if QDVSX jumps, then NPFCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QDVSX
1D Price
Change %
QDVSX100%
-0.55%
NPFCX - QDVSX
95%
Closely correlated
-0.25%
ANWPX - QDVSX
85%
Closely correlated
-0.23%
FNPFX - QDVSX
84%
Closely correlated
-0.25%
RNPGX - QDVSX
84%
Closely correlated
-0.25%
RNPHX - QDVSX
84%
Closely correlated
-0.24%
More