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VOLMX Volumetric Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Advanced Micro Devices (NASDAQ:AMD), Analog Devices (NASDAQ:ADI).

Industry description

The investment seeks capital growth; its secondary objective is downside protection. The fund seeks to achieve its objective by investing primarily in a broadly diversified portfolio of large and mid-cap domestic stocks with annual revenues, at the time of purchase, over $3 billion. The manager generally maintains a portfolio containing a blend of value and growth stocks. The fund invests primarily in issuers listed on the New York Stock Exchange, and to a lesser extent, in common stocks of issuers listed on NASDAQ and other exchanges. It may also invest up to 15% of its net assets, in ETFs that track the S&P 500 Total Return Index.

Market Cap

The average market capitalization across the Volumetric MF is 811.24B. The market cap for tickers in the group ranges from 18.28B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is J at 18.28B.

Volume

The average weekly volume growth across all stocks in the Volumetric MF was 29%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 55
Price Growth Rating: 36
SMR Rating: 48
Profit Risk Rating: 15
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Volumetric Fund Inc87 Violet DrPearl River
Phone
N/A
Web
www.volumetric.com
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VOLMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VOLMX has been closely correlated with VSTSX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if VOLMX jumps, then VSTSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VOLMX
1D Price
Change %
VOLMX100%
-0.41%
VSTSX - VOLMX
92%
Closely correlated
-0.39%
VSMPX - VOLMX
92%
Closely correlated
-0.39%
FXAIX - VOLMX
90%
Closely correlated
-0.28%
VTSAX - VOLMX
90%
Closely correlated
-0.39%
VTSMX - VOLMX
90%
Closely correlated
-0.38%
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