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ESGEX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$21.18
Change
-$0.00 (-0.00%)
Net Assets
94.73M

ESGEX Reynders McVeigh Core Equity Instl Forecast, Technical & Fundamental Analysis

The investment seeks capital preservation and long-term capital growth... 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), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Mastercard (NYSE:MA), Abbott Laboratories (NYSE:ABT), International Business Machines Corp (NYSE:IBM), Uber Technologies (NYSE:UBER), Suncor Energy (NYSE:SU).

Industry description

The investment seeks capital preservation and long-term capital growth. The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities that meet the Advisor's economic and ESG criteria. As part of its principal investment strategy, and under normal market conditions, the manager expects to invest at least 50% of its net assets in equity securities with market capitalizations of over $15 billion.

Market Cap

The average market capitalization across the Reynders McVeigh Core Equity Instl MF is 1.32T. The market cap for tickers in the group ranges from 47.38B to 4.4T. NVDA holds the highest valuation in this group at 4.4T. The lowest valued company is SU at 47.38B.

Volume

The average weekly volume growth across all stocks in the Reynders McVeigh Core Equity Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 54
Price Growth Rating: 48
SMR Rating: 25
Profit Risk Rating: 29
Seasonality Score: -29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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ESGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ESGEX has been closely correlated with CNPAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if ESGEX jumps, then CNPAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ESGEX
1D Price
Change %
ESGEX100%
N/A
CNPAX - ESGEX
92%
Closely correlated
+0.06%
CNPFX - ESGEX
92%
Closely correlated
+0.06%
CNPEX - ESGEX
92%
Closely correlated
+0.06%
RPEBX - ESGEX
92%
Closely correlated
+0.06%
FFPNX - ESGEX
91%
Closely correlated
+0.06%
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