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WRLDX Scharf Global Opportunity Institutional Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Comcast Corp (NASDAQ:CMCSA), CVS HEALTH Corp (NYSE:CVS), Centene Corp (NYSE:CNC).

Industry description

The investment seeks long-term capital appreciation. The fund primarily invests in U.S. and non-U.S. equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. Under normal circumstances, the fund will invest at least 40% of its total assets in non-U.S. securities. During unusual market conditions, the fund will invest at least 30% of its total assets in non-U.S. securities.

Market Cap

The average market capitalization across the Scharf Global Opportunity Institutional MF is 85.44B. The market cap for tickers in the group ranges from 19.78B to 167.85B. CMCSA holds the highest valuation in this group at 167.85B. The lowest valued company is MKL at 19.78B.

Volume

The average weekly volume growth across all stocks in the Scharf Global Opportunity Institutional MF was 4%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was 51%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 54
Price Growth Rating: 42
SMR Rating: 70
Profit Risk Rating: 53
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Advisors Series Trust(Scharf)615 East Michigan StreetMilwaukee
Phone
N/A
Web
www.scharffunds.com
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WRLDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WRLDX has been closely correlated with DOXWX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if WRLDX jumps, then DOXWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WRLDX
1D Price
Change %
WRLDX100%
-0.22%
DOXWX - WRLDX
86%
Closely correlated
-0.73%
DGEFX - WRLDX
86%
Closely correlated
-0.39%
FMDRX - WRLDX
84%
Closely correlated
+0.15%
TEDSX - WRLDX
84%
Closely correlated
+0.16%
TEDRX - WRLDX
84%
Closely correlated
+0.16%
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