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ADOIX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$18.91
Change
-$0.13 (-0.68%)
Net Assets
56.89M

ADOIX AXS Dynamic Opportunity I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation with a short-term focus on capital preservation... Show more

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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), MongoDB (NASDAQ:MDB).

Industry description

The investment seeks long-term capital appreciation with a short-term focus on capital preservation. Under normal market conditions, the fund seeks to achieve its investment objective by investing in domestic and foreign (including emerging markets) equity securities of any market capitalization. It may also take long or short positions in index exchange traded funds ("ETFs") to hedge the fund's equity portfolio. The fund's adviser selects equity securities for the fund that are experiencing meaningful breakouts.

Market Cap

The average market capitalization across the AXS Dynamic Opportunity I MF is 1.79T. The market cap for tickers in the group ranges from 694.49M to 4.52T. NVDA holds the highest valuation in this group at 4.52T. The lowest valued company is NOVA at 694.49M.

Volume

The average weekly volume growth across all stocks in the AXS Dynamic Opportunity I MF was -14%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 70
Price Growth Rating: 28
SMR Rating: 52
Profit Risk Rating: 46
Seasonality Score: 45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Equity Hedged
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A
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ADOIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ADOIX has been closely correlated with GATEX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADOIX jumps, then GATEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADOIX
1D Price
Change %
ADOIX100%
+0.26%
GATEX - ADOIX
85%
Closely correlated
-0.06%
JHEQX - ADOIX
83%
Closely correlated
-0.11%
JHQRX - ADOIX
83%
Closely correlated
-0.08%
JHQPX - ADOIX
83%
Closely correlated
-0.08%
JHQCX - ADOIX
83%
Closely correlated
-0.09%
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