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USBOX Pear Tree Quality Ordinary 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), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), Johnson & Johnson (NYSE:JNJ), Oracle Corp (NYSE:ORCL), Lam Research Corp (NASDAQ:LRCX).

Industry description

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. The fund typically invests in American Depositary Receipts. It also may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments). The fund is non-diversified.

Market Cap

The average market capitalization across the Pear Tree Quality Ordinary MF is 1.19T. The market cap for tickers in the group ranges from 127.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is LRCX at 127.38B.

Volume

The average weekly volume growth across all stocks in the Pear Tree Quality Ordinary MF was 69%. For the same stocks of the MF, the average monthly volume growth was 79% and the average quarterly volume growth was 75%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 57
Price Growth Rating: 41
SMR Rating: 34
Profit Risk Rating: 17
Seasonality Score: 7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Pear Tree Funds55 OLD BEDFORD ROAD SUITE 202LINCOLN
Phone
800-326-2151
Web
www.peartreefunds.com
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USBOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, USBOX has been closely correlated with FXAIX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if USBOX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To USBOX
1D Price
Change %
USBOX100%
-1.42%
FXAIX - USBOX
89%
Closely correlated
-1.31%
VFFSX - USBOX
88%
Closely correlated
-1.31%
VTSAX - USBOX
88%
Closely correlated
-1.31%
VITSX - USBOX
88%
Closely correlated
-1.31%
VTSMX - USBOX
88%
Closely correlated
-1.31%
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