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PSQGX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$17.72
Change
-$0.09 (-0.51%)
Net Assets
185.9M

PSQGX Port Street Quality Growth Institutional Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Adobe (NASDAQ:ADBE), Walt Disney Company (The) (NYSE:DIS).

Industry description

The investment seeks total return. Under normal market conditions, the fund invests primarily in equity securities, including common stocks. Although it invests in equity securities issued by companies of any capitalization, the advisor focuses a greater portion of its investments in larger-capitalization ("larger cap") companies, many of which generate income through dividend distributions as well as providing capital appreciation opportunities.

Market Cap

The average market capitalization across the Port Street Quality Growth Institutional MF is 1.15T. The market cap for tickers in the group ranges from 194.64B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RTX at 194.64B.

Volume

The average weekly volume growth across all stocks in the Port Street Quality Growth Institutional MF was 26%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 75
Price Growth Rating: 32
SMR Rating: 45
Profit Risk Rating: 46
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Managed Portfolio Series(Port Street)24 Corporate Plaza, Suite 150Newport Beach
Phone
(414) 287-3700
Web
www.portstreetinvest.com
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PSQGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PSQGX has been closely correlated with FBAFX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if PSQGX jumps, then FBAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PSQGX
1D Price
Change %
PSQGX100%
-0.51%
FBAFX - PSQGX
82%
Closely correlated
-0.86%
RAMHX - PSQGX
82%
Closely correlated
-0.84%
FBONX - PSQGX
81%
Closely correlated
-0.86%
RLEFX - PSQGX
81%
Closely correlated
-0.86%
RLBAX - PSQGX
77%
Closely correlated
-0.87%
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