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WIMVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$11.71
Change
-$0.10 (-0.85%)
Net Assets
37.21M

WIMVX Segall Bryant & Hamill Glb All Cp Inst Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), SERVICENOW (NYSE:NOW), Marvell Technology (NASDAQ:MRVL).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of the value of its net assets (including amounts borrowed for investment purposes) in equity securities of companies of any size, including small- and mid-capitalization companies. It will invest at least 40% of its net assets in stocks of foreign companies drawn from at least three different countries (and at least 30% of its net assets in stocks of foreign companies if market conditions are not favorable).

Market Cap

The average market capitalization across the Segall Bryant & Hamill Glb All Cp Inst MF is 813.52B. The market cap for tickers in the group ranges from 216.07M to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CSU at 216.07M.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill Glb All Cp Inst MF was 72%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -12%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 34
Price Growth Rating: 29
SMR Rating: 44
Profit Risk Rating: 13
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com
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WIMVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WIMVX has been closely correlated with CWGCX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if WIMVX jumps, then CWGCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WIMVX
1D Price
Change %
WIMVX100%
-0.85%
CWGCX - WIMVX
95%
Closely correlated
-6.27%
CWGFX - WIMVX
95%
Closely correlated
-6.38%
CWICX - WIMVX
89%
Closely correlated
-6.25%
RWIBX - WIMVX
89%
Closely correlated
-6.30%
WGIFX - WIMVX
89%
Closely correlated
-6.44%
More