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SPUSX Symmetry Panoramic US Equity I Forecast, Technical & Fundamental Analysis

Category LargeBlend
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).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in equity securities of U.S. companies. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds (“ETFs”) (collectively, “underlying funds”). The fund may also invest in real estate investment trusts (“REITs”).

Market Cap

The average market capitalization across the Symmetry Panoramic US Equity I MF is 1.77T. The market cap for tickers in the group ranges from 2.62T to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is AAPL at 2.62T.

Volume

The average weekly volume growth across all stocks in the Symmetry Panoramic US Equity I MF was -13%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 86
P/E Growth Rating: 55
Price Growth Rating: 21
SMR Rating: 28
Profit Risk Rating: 16
Seasonality Score: -14 (-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
Symmetry Panoramic Trust151 NATIONAL DRIVE
Phone
860-734-2075
Web
N/A
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SPUSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SPUSX has been closely correlated with FWMMX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPUSX jumps, then FWMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPUSX
1D Price
Change %
SPUSX100%
-1.10%
FWMMX - SPUSX
83%
Closely correlated
-1.12%
RWMFX - SPUSX
83%
Closely correlated
-1.12%
FWWMX - SPUSX
83%
Closely correlated
-1.14%
RWEBX - SPUSX
83%
Closely correlated
-1.13%
RWMEX - SPUSX
83%
Closely correlated
-1.13%
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