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WSACX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$30.14
Change
+$0.15 (+0.50%)
Net Assets
62.45M

WSACX Wellington Shields All-Cap Instl Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Accenture PLC (NYSE:ACN), Palo Alto Networks Inc (NASDAQ:PANW), Diamondback Energy (NASDAQ:FANG).

Industry description

The investment seeks capital appreciation. The fund invests primarily in equity securities of all market capitalizations. Under normal market conditions, it will invest at least 80% of its total assets in equity securities. The fund may hold up to 20% of its net assets in derivative instruments and short positions at any time.

Market Cap

The average market capitalization across the Wellington Shields All-Cap Instl MF is 1.3T. The market cap for tickers in the group ranges from 8.93B to 3.79T. MSFT holds the highest valuation in this group at 3.79T. The lowest valued company is GTLS at 8.93B.

Volume

The average weekly volume growth across all stocks in the Wellington Shields All-Cap Instl MF was 15%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 100
Price Growth Rating: 44
SMR Rating: 100
Profit Risk Rating: 33
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Capital Management Investment Trust630 Fitzwatertown Road, Building "a", 2nd FloorRocky Mount
Phone
888-626-3863
Web
N/A
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WSACX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WSACX has been closely correlated with VIGIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSACX jumps, then VIGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSACX
1D Price
Change %
WSACX100%
N/A
VIGIX - WSACX
94%
Closely correlated
N/A
VIGRX - WSACX
94%
Closely correlated
N/A
VIGAX - WSACX
94%
Closely correlated
N/A
RGACX - WSACX
91%
Closely correlated
+0.63%
RGEBX - WSACX
90%
Closely correlated
+0.62%
More