AXMIX Acclivity Mid Cap Multi-Style I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Regions Financial Corp (NYSE:RF), Southwest Airlines Co (NYSE:LUV).

The investment seeks long term capital appreciation. Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5% of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80% of U.S. aggregate market capitalization nor in the lowest 8% of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80% of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.

The average market capitalization across the Acclivity Mid Cap Multi-Style I MF is 18.02B. The market cap for tickers in the group ranges from 11.99B to 25.05B. BLDR holds the highest valuation in this group at 25.05B. The lowest valued company is DINO at 11.99B.

The average weekly volume growth across all stocks in the Acclivity Mid Cap Multi-Style I MF was 11%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 48%