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ALSMX
Mutual Fund ticker: NASDAQ
AS OF
Sep 8 closing price
Price
$15.82
Change
+$0.09 (+0.57%)
Net Assets
12.3M

ALSMX Archer Multi Cap Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM).

Industry description

The investment seeks long-term growth of capital. The fund is a "non-diversified" portfolio investing in equity securities, primarily common stocks, of U.S. companies and may also invest, from time to time, in exchange traded funds ("ETFs") that primarily invest in these companies that are selected for their long-term growth potential. It is a "multi-cap" fund in that it may invest in issuers of any market capitalization. Under normal market conditions, the fund will hold a core position of up to 100 common stocks. It is non-diversified.

Market Cap

The average market capitalization across the Archer Multi Cap MF is 1.62T. The market cap for tickers in the group ranges from 7.88B to 4.1T. NVDA holds the highest valuation in this group at 4.1T. The lowest valued company is RMBS at 7.88B.

Volume

The average weekly volume growth across all stocks in the Archer Multi Cap MF was 1%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was -33%

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: 43
Price Growth Rating: 41
SMR Rating: 23
Profit Risk Rating: 24
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Archer Investment Series Trust9000 Keystone Crossing, Suite 630Indianapolis
Phone
(800)238-7701
Web
www.thearcherfunds.com
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ALSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ALSMX has been loosely correlated with VIEIX. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if ALSMX jumps, then VIEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ALSMX
1D Price
Change %
ALSMX100%
+0.19%
VIEIX - ALSMX
49%
Loosely correlated
+0.53%
VEXMX - ALSMX
49%
Loosely correlated
+0.53%
FSMAX - ALSMX
44%
Loosely correlated
+0.53%
VIMSX - ALSMX
-5%
Poorly correlated
-0.14%
VMCPX - ALSMX
-5%
Poorly correlated
-0.14%
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