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AWYIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 4 closing price
Price
$63.60
Change
+$0.46 (+0.73%)
Net Assets
356.55M

AWYIX CIBC Atlas Equity Income Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Large Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NYSE:LLY), AstraZeneca PLC (NASDAQ:AZN), Abbott Laboratories (NYSE:ABT), Enterprise Products Partners LP (NYSE:EPD), Elevance Health (NYSE:ELV).

Industry description

The investment seeks current income and long-term capital appreciation. The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30% of its net assets in securities of "foreign issuers." It may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.

Market Cap

The average market capitalization across the CIBC Atlas Equity Income Institutional MF is 900.43B. The market cap for tickers in the group ranges from 63.42B to 4.06T. AAPL holds the highest valuation in this group at 4.06T. The lowest valued company is LHX at 63.42B.

Volume

The average weekly volume growth across all stocks in the CIBC Atlas Equity Income Institutional MF was 52%. For the same stocks of the MF, the average monthly volume growth was 86% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 35
P/E Growth Rating: 57
Price Growth Rating: 49
SMR Rating: 45
Profit Risk Rating: 40
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
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AWYIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AWYIX has been closely correlated with VTSAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if AWYIX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AWYIX
1D Price
Change %
AWYIX100%
+0.73%
VTSAX - AWYIX
87%
Closely correlated
-0.76%
VSTSX - AWYIX
87%
Closely correlated
-0.76%
VFFSX - AWYIX
87%
Closely correlated
-0.84%
VITSX - AWYIX
86%
Closely correlated
-0.76%
VTSMX - AWYIX
86%
Closely correlated
-0.76%
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