MENU
+Compare
AFALX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$11.83
Change
-$0.04 (-0.34%)
Net Assets
26.9M

AFALX Applied Finance Dividend Investor Forecast, Technical & Fundamental Analysis

The investment seeks dividend income and long-term capital appreciation... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NYSE:LLY), Home Depot (NYSE:HD), Verizon Communications (NYSE:VZ), Accenture PLC (NYSE:ACN), MARATHON PETROLEUM Corp (NYSE:MPC).

Industry description

The investment seeks dividend income and long-term capital appreciation. The fund will under normal conditions invest at least 80% of its net assets (including the amount of borrowing for investment purposes) in dividend-paying common and preferred stock of companies. It may also invest in small and mid-cap companies, convertible securities, preferred stocks, rights and warrants, and other investment companies including exchange-traded funds, ("ETFs").

Market Cap

The average market capitalization across the Applied Finance Dividend Investor MF is 564.73B. The market cap for tickers in the group ranges from 47.43B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is AMP at 47.43B.

Volume

The average weekly volume growth across all stocks in the Applied Finance Dividend Investor MF was 29%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 57
Price Growth Rating: 45
SMR Rating: 46
Profit Risk Rating: 32
Seasonality Score: -40 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
WSSH30.340.23
+0.76%
West Shore Bank Corp.
CTTAY8.780.02
+0.23%
Continental AG
BVILF20.00N/A
N/A
Breville Group Ltd.
CLKXF16.08N/A
N/A
TWC Enterprises Ltd.
PPZRF0.01N/A
N/A
SEASIF EXPLORATION INC.

AFALX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AFALX
1D Price
Change %
AFALX100%
-0.34%
VVIAX - AFALX
94%
Closely correlated
-0.13%
VIVAX - AFALX
94%
Closely correlated
-0.13%
VIVIX - AFALX
94%
Closely correlated
-0.13%
DODGX - AFALX
87%
Closely correlated
+0.11%
DOXGX - AFALX
87%
Closely correlated
+0.11%
More