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PDFDX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$48.60
Change
-$0.25 (-0.51%)
Net Assets
6.35M

PDFDX Perkins Discovery Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Health
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund will invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies with market capitalizations of under $1 billion at the time of purchase. The equity securities the fund may purchase consist mostly of common stock, although the fund may purchase preferred and convertible stocks.

Market Cap

The average market capitalization across the Perkins Discovery MF is 3.73B. The market cap for tickers in the group ranges from 227.63M to 22.37B. NTRA holds the highest valuation in this group at 22.37B. The lowest valued company is ASUR at 227.63M.

Volume

The average weekly volume growth across all stocks in the Perkins Discovery MF was -40%. For the same stocks of the MF, the average monthly volume growth was 43% and the average quarterly volume growth was 95%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 82
Price Growth Rating: 61
SMR Rating: 79
Profit Risk Rating: 67
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Health

Profile
Fundamentals
Details
Category
Health
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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PDFDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PDFDX has been loosely correlated with FBTAX. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if PDFDX jumps, then FBTAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PDFDX
1D Price
Change %
PDFDX100%
-0.51%
FBTAX - PDFDX
62%
Loosely correlated
+0.87%
JNGLX - PDFDX
62%
Loosely correlated
+1.36%
JFNIX - PDFDX
62%
Loosely correlated
+1.36%
VHCIX - PDFDX
60%
Loosely correlated
+1.55%
PRHSX - PDFDX
56%
Loosely correlated
+1.23%
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