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WSACX Wellington Shields All-Cap Instl 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), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Accenture PLC (NYSE:ACN), Palo Alto Networks (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 1.05T. The market cap for tickers in the group ranges from 6.76B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GTLS at 6.76B.

Volume

The average weekly volume growth across all stocks in the Wellington Shields All-Cap Instl MF was 69%. For the same stocks of the MF, the average monthly volume growth was 110% and the average quarterly volume growth was 66%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 73
Price Growth Rating: 40
SMR Rating: 44
Profit Risk Rating: 18
Seasonality Score: 14 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
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Neuberger Berman Abs Ret Multi-Mgr C
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Nuveen Dividend Value C
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Northern Small Cap Value
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Hartford Small Cap Growth R6

WSACX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSACX
1D Price
Change %
WSACX100%
-1.32%
FAFGX - WSACX
86%
Closely correlated
-1.65%
FFAFX - WSACX
86%
Closely correlated
-1.65%
RGAHX - WSACX
84%
Closely correlated
-1.66%
RGEBX - WSACX
84%
Closely correlated
-1.64%
GFAFX - WSACX
82%
Closely correlated
-1.64%
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