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WAYFX
Mutual Fund ticker: NASDAQ
AS OF
Feb 29 closing price
Price
$14.91
Change
-$0.00 (-0.00%)
Net Assets
17.99M

WAYFX Waycross Focused Core Equity Fund 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), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA), ABBVIE (NYSE:ABBV), Intuitive Surgical (NASDAQ:ISRG), Analog Devices (NASDAQ:ADI).

Industry description

The investment seeks capital appreciation over a full market cycle, which the advisor defines as a sustained upswing in equity markets followed by a pull back, and recovery. The fund is a non-diversified portfolio and pursues its investment objective by investing, under normal circumstances, 80% of its net assets in equity securities traded in the U.S. It holds a portfolio of common stocks of mid-capitalization and large-capitalization companies with attractive valuations based on the Adviser's proprietary analysis. The fund may also invest in securities of foreign companies that are publicly traded in the U.S. It is non-diversified.

Market Cap

The average market capitalization across the Waycross Focused Core Equity Fund MF is 574.14B. The market cap for tickers in the group ranges from 95.1B to 3.07T. MSFT holds the highest valuation in this group at 3.07T. The lowest valued company is ADI at 95.1B.

Volume

The average weekly volume growth across all stocks in the Waycross Focused Core Equity Fund MF was -49%. For the same stocks of the MF, the average monthly volume growth was -63% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 44
Price Growth Rating: 48
SMR Rating: 33
Profit Risk Rating: 30
Seasonality Score: 39 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Waycross Independent TrustC/O ULTIMUS FUND SOLUTIONS, LLC
Phone
513-587-3400
Web
N/A
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WAYFX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WAYFX
1D Price
Change %
WAYFX100%
N/A
FXAIX - WAYFX
92%
Closely correlated
N/A
VFFSX - WAYFX
89%
Closely correlated
N/A
VFIAX - WAYFX
89%
Closely correlated
N/A
VFINX - WAYFX
89%
Closely correlated
N/A
VSTSX - WAYFX
87%
Closely correlated
N/A
More