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REDWX Aspiration Redwood 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), Alphabet (NASDAQ:GOOGL), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Costco Wholesale Corp (NASDAQ:COST), Advanced Micro Devices (NASDAQ:AMD), Take-Two Interactive Software (NASDAQ:TTWO).

Industry description

The investment seeks to maximize total return, consisting of capital appreciation and current income. To achieve its investment objective, the fund invests in, or seeks exposure to, companies that are attractive based on their fundamental valuation profile in addition to evaluating specific sustainability factors. The equity securities in which the fund invests include, but are not limited to, dividend-paying securities, common stock, preferred stock, equity securities of REITS, shares of investment companies, convertible securities, warrants, and rights.

Market Cap

The average market capitalization across the Aspiration Redwood MF is 767.88B. The market cap for tickers in the group ranges from 25.33B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TTWO at 25.33B.

Volume

The average weekly volume growth across all stocks in the Aspiration Redwood MF was -23%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 2%

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: 58
Price Growth Rating: 36
SMR Rating: 48
Profit Risk Rating: 16
Seasonality Score: 18 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Aspiration Funds4551 Glencoe AvenueLos Angeles
Phone
424-279-9351
Web
www.aspiration.com.
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REDWX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To REDWX
1D Price
Change %
REDWX100%
+0.80%
VSTSX - REDWX
95%
Closely correlated
+0.54%
FXAIX - REDWX
95%
Closely correlated
+0.35%
VFFSX - REDWX
95%
Closely correlated
+0.35%
VITSX - REDWX
93%
Closely correlated
+0.54%
VTSMX - REDWX
93%
Closely correlated
+0.54%
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