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VARAX FirstTrust Merger Arbitrage Cl A Forecast, Technical & Fundamental Analysis

Category Trading
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Exxon Mobil Corp (NYSE:XOM), Pioneer Natural Resource Co (null:PXD), Splunk (NASDAQ:SPLK), Alteryx (null:AYX).

Industry description

The investment seeks returns that are largely uncorrelated with the returns of the general stock market, and capital appreciation. Under normal market conditions, the fund's adviser intends to invest in equity securities (publicly-traded common stock and preferred stock) and derivatives thereof of companies that are involved in a significant corporate event, such as a merger or acquisition. Investments in companies undergoing a merger or acquisition have both risk and return characteristics that are different from the risks of investing in the general stock market. It may invest in equity securities of any market capitalization.

Market Cap

The average market capitalization across the FirstTrust Merger Arbitrage Cl A MF is 135.14B. The market cap for tickers in the group ranges from 1B to 461.22B. XOM holds the highest valuation in this group at 461.22B. The lowest valued company is SCRM at 1B.

Volume

The average weekly volume growth across all stocks in the FirstTrust Merger Arbitrage Cl A MF was 23%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 87%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 15
Price Growth Rating: 39
SMR Rating: 71
Profit Risk Rating: 28
Seasonality Score: -52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Event Driven
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A
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VARAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VARAX has been closely correlated with VARBX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if VARAX jumps, then VARBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VARAX
1D Price
Change %
VARAX100%
N/A
VARBX - VARAX
81%
Closely correlated
N/A
HHCAX - VARAX
39%
Loosely correlated
-0.19%
HHCCX - VARAX
39%
Loosely correlated
-0.14%
HHCZX - VARAX
37%
Loosely correlated
-0.18%
HMEZX - VARAX
28%
Poorly correlated
N/A
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