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AATSX Ancora/Thelen Small-Mid Cap S Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to obtain capital appreciation. The fund normally will invest at least 80% of its net assets in the equity securities of "small to mid cap" companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is $10 billion or less at the time of investment.

Market Cap

The average market capitalization across the Ancora/Thelen Small-Mid Cap S MF is 6.6B. The market cap for tickers in the group ranges from 2.38B to 10.44B. FBIN holds the highest valuation in this group at 10.44B. The lowest valued company is MBC at 2.38B.

Volume

The average weekly volume growth across all stocks in the Ancora/Thelen Small-Mid Cap S MF was 171%. For the same stocks of the MF, the average monthly volume growth was 235% and the average quarterly volume growth was 191%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 51
Price Growth Rating: 49
SMR Rating: 63
Profit Risk Rating: 63
Seasonality Score: -35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Ancora TrustOne Chagrin Higlands 2000 Auburn DrCleveland
Phone
N/A
Web
www.ancorafunds.com
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AATSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AATSX has been closely correlated with FSSNX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if AATSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AATSX
1D Price
Change %
AATSX100%
-0.58%
FSSNX - AATSX
93%
Closely correlated
-1.10%
VSMAX - AATSX
92%
Closely correlated
-0.68%
VSCPX - AATSX
91%
Closely correlated
-0.68%
NAESX - AATSX
91%
Closely correlated
-0.68%
VSCIX - AATSX
91%
Closely correlated
-0.68%