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

The investment seeks to obtain capital appreciation... Show more

Category: #Small Value

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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 7.16B. The market cap for tickers in the group ranges from 548.97M to 17.94B. APG holds the highest valuation in this group at 17.94B. The lowest valued company is ALIT at 548.97M.

Volume

The average weekly volume growth across all stocks in the Ancora/Thelen Small-Mid Cap S MF was -27%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 40

P/E Growth Rating: 40

Price Growth Rating: 48

SMR Rating: 72

Profit Risk Rating: 69

Seasonality Score: 28 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

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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 FTHFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if AATSX jumps, then FTHFX could also see price increases.

Ticker / NAME	Correlation To AATSX	1D Price Change %
AATSX	100%	N/A
FTHFX - AATSX	95% Closely correlated	N/A
FSSNX - AATSX	93% Closely correlated	N/A
VSMAX - AATSX	92% Closely correlated	N/A
VSCPX - AATSX	91% Closely correlated	N/A
NAESX - AATSX	91% Closely correlated	N/A
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