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REIIX West Loop Realty Instl Forecast, Technical & Fundamental Analysis

Category RealEstate
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), American Tower Corp (NYSE:AMT).

Industry description

The investment seeks current income and long-term growth of capital. The fund will pursue its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in income-producing equity securities, including common stocks, preferred stocks, convertible securities, rights, and warrants, of publicly traded companies participating in the real estate sector, such as Real Estate Investment Trusts ("REITs"). It may invest up to 20% of its net assets (plus any borrowings for investment purposes) in securities of foreign issuers which meet the same criteria for investment as domestic companies. The fund is non-diversified.

Market Cap

The average market capitalization across the West Loop Realty Instl MF is 47.31B. The market cap for tickers in the group ranges from 10.51B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is CPT at 10.51B.

Volume

The average weekly volume growth across all stocks in the West Loop Realty Instl MF was -38%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

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

Valuation Rating: 87
P/E Growth Rating: 52
Price Growth Rating: 39
SMR Rating: 72
Profit Risk Rating: 55
Seasonality Score: 32 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
INVESTMENT MANAGERS SERIES TRUST(LSA)P.O. Box 2175Milwaukee
Phone
626-914-4141
Web
www.libertystreetfunds.com
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REIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, REIIX has been closely correlated with CSEIX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if REIIX jumps, then CSEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To REIIX
1D Price
Change %
REIIX100%
+0.55%
CSEIX - REIIX
99%
Closely correlated
+0.52%
CIRRX - REIIX
99%
Closely correlated
+0.54%
CREFX - REIIX
98%
Closely correlated
+0.54%
VRTPX - REIIX
98%
Closely correlated
+0.70%
DFREX - REIIX
97%
Closely correlated
+0.67%
More