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THMEX CCT Thematic Equity Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Goldman Sachs Group (NYSE:GS), CVS HEALTH Corp (NYSE:CVS), Regeneron Pharmaceuticals (NASDAQ:REGN).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The Adviser uses a thematic investing approach to manage the fund's assets. Thematic investing involves capitalizing on what the Adviser believes to be powerful trends, disruptive ideas, innovations and economic forces that are secular (i.e., long-term and persisting regardless of macroeconomic cycles) and are reshaping the world ("Themes").

Market Cap

The average market capitalization across the CCT Thematic Equity Institutional MF is 320.13B. The market cap for tickers in the group ranges from 7.17B to 2.13T. AMZN holds the highest valuation in this group at 2.13T. The lowest valued company is CGNX at 7.17B.

Volume

The average weekly volume growth across all stocks in the CCT Thematic Equity Institutional MF was 91%. For the same stocks of the MF, the average monthly volume growth was 146% and the average quarterly volume growth was 118%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 54
Price Growth Rating: 48
SMR Rating: 59
Profit Risk Rating: 48
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Advisors' Inner Circle Fund IIIOne Freedom Valley DriveOaks
Phone
(800) 932-7781
Web
N/A
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THMEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, THMEX has been closely correlated with FNFPX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if THMEX jumps, then FNFPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To THMEX
1D Price
Change %
THMEX100%
-0.95%
FNFPX - THMEX
84%
Closely correlated
-1.42%
FFPNX - THMEX
84%
Closely correlated
-1.42%
ANWPX - THMEX
84%
Closely correlated
-1.42%
NPFCX - THMEX
82%
Closely correlated
-1.43%
NPFFX - THMEX
74%
Closely correlated
-1.43%
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