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VTUIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
38.35M

VTUIX Vontobel US Equity Institutional I Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), Coca-Cola Company (NYSE:KO), Adobe (NASDAQ:ADBE), Mondelez International (NASDAQ:MDLZ), CME Group (NASDAQ:CME).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. issuers of any capitalization. The securities selected for inclusion in the fund are those that, in the opinion of the Adviser, are well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. The fund may invest up to 20% of its assets in securities of issuers located in Canada or in sponsored or unsponsored ADRs of foreign companies located in developing or emerging markets countries.

Market Cap

The average market capitalization across the Vontobel US Equity Institutional I MF is 540.31B. The market cap for tickers in the group ranges from 78.48B to 3.06T. MSFT holds the highest valuation in this group at 3.06T. The lowest valued company is CME at 78.48B.

Volume

The average weekly volume growth across all stocks in the Vontobel US Equity Institutional I MF was 4%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 59
Price Growth Rating: 38
SMR Rating: 41
Profit Risk Rating: 29
Seasonality Score: -58 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Advisers Investment Trust4041 N. High Street, Suite 402Columbus
Phone
(614) 255-5550
Web
www.franchisepartners.com/funds
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VTUIX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VTUIX
1D Price
Change %
VTUIX100%
+1.61%
GFAFX - VTUIX
89%
Closely correlated
+2.57%
GFACX - VTUIX
89%
Closely correlated
+2.56%
RGABX - VTUIX
87%
Closely correlated
+2.57%
RGAEX - VTUIX
81%
Closely correlated
+2.56%
RGAFX - VTUIX
80%
Closely correlated
+2.56%
More