WSACX

AS OF

Jul 13 closing price

Price

$37.38

Change

-$0.50 (-1.32%)

Net Assets

77.11M

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WSACX

Mutual Fund ticker: NASDAQ

AS OF

Jul 13 closing price

Price

$37.38

Change

-$0.50 (-1.32%)

Net Assets

77.11M

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 Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Palo Alto Networks Inc (NASDAQ:PANW), Accenture PLC (NYSE:ACN), 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 1.53T. The market cap for tickers in the group ranges from 10.04B to 4.66T. AAPL holds the highest valuation in this group at 4.66T. The lowest valued company is GTLS at 10.04B.

Volume

The average weekly volume growth across all stocks in the Wellington Shields All-Cap Instl MF was -18%. For the same stocks of the MF, the average monthly volume growth was -51% and the average quarterly volume growth was -48%

Fundamental Analysis Ratings

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

Valuation Rating: 67

P/E Growth Rating: 42

Price Growth Rating: 38

SMR Rating: 52

Profit Risk Rating: 43

Seasonality Score: 7 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category LargeGrowth

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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 RGACX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSACX jumps, then RGACX could also see price increases.

Ticker / NAME	Correlation To WSACX	1D Price Change %
WSACX	100%	N/A
RGACX - WSACX	90% Closely correlated	-1.59%
RGAGX - WSACX	89% Closely correlated	-1.58%
RGAFX - WSACX	89% Closely correlated	-1.59%
RGAHX - WSACX	88% Closely correlated	-1.59%
RGEBX - WSACX	87% Closely correlated	-1.59%
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