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ZVGIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 2 closing price
Price
$44.53
Change
+$0.90 (+2.06%)
Net Assets
59.69M

ZVGIX Zevenbergen Genea Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term 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 NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Uber Technologies (NYSE:UBER), Shopify Inc (NYSE:SHOP), Trade Desk (The) (NASDAQ:TTD), MongoDB (NASDAQ:MDB).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to invest in companies benefiting from advancements in technology regardless of sector or industry. With a long-term investment horizon, the Adviser identifies companies with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. The fund's portfolio generally will contain 20-40 stocks of any market capitalization. It may also invest in IPOs and other equities new to the public market such as direct listings by organizations as a method of initial access to public markets. The fund is non-diversified.

Market Cap

The average market capitalization across the Zevenbergen Genea Institutional MF is 580.71B. The market cap for tickers in the group ranges from 26.12B to 2.69T. NVDA holds the highest valuation in this group at 2.69T. The lowest valued company is MDB at 26.12B.

Volume

The average weekly volume growth across all stocks in the Zevenbergen Genea Institutional MF was 16%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 15%

Fundamental Analysis Ratings

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

Valuation Rating: 86
P/E Growth Rating: 83
Price Growth Rating: 62
SMR Rating: 49
Profit Risk Rating: 46
Seasonality Score: -37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A
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ZVGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ZVGIX has been closely correlated with VIGAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if ZVGIX jumps, then VIGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ZVGIX
1D Price
Change %
ZVGIX100%
N/A
VIGAX - ZVGIX
91%
Closely correlated
N/A
VIGIX - ZVGIX
91%
Closely correlated
N/A
VIGRX - ZVGIX
91%
Closely correlated
N/A
GFAFX - ZVGIX
88%
Closely correlated
+0.67%
GFACX - ZVGIX
87%
Closely correlated
+0.67%
More