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ACSMX Advisors Capital Small/Mid Cap Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Owens Corning (NYSE:OC).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in the securities of small- capitalization and mid-capitalization companies. It invests primarily in companies located in the United States, but may invest in foreign issuers. The Sub-Advisor's philosophy is to invest long-term in what the advisor believes are relatively attractively-valued, conservatively-structured, competitively-advantaged, dynamic companies with growing free cash flow and honest, competent leadership.

Market Cap

The average market capitalization across the Advisors Capital Small/Mid Cap MF is 10.43B. The market cap for tickers in the group ranges from 520.18M to 17.12B. AVTR holds the highest valuation in this group at 17.12B. The lowest valued company is CCB at 520.18M.

Volume

The average weekly volume growth across all stocks in the Advisors Capital Small/Mid Cap MF was 56%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was 131%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 38
Price Growth Rating: 47
SMR Rating: 51
Profit Risk Rating: 29
Seasonality Score: 21 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Neiman Funds6631 Main StreetWilliamsville
Phone
8585514078
Web
www.neimanfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RRREX23.170.09
+0.39%
DWS RREEF Real Estate Securities S
PLVJX20.83-0.12
-0.57%
Principal Large Cap Value III J
PSVKX19.90-0.18
-0.90%
PGIM Quant Solutions Small-Cap Val R4
CICAX61.20-0.84
-1.35%
American Funds Invmt Co of Amer 529A
EIERX23.97-0.48
-1.96%
Eaton Vance Stock I

ACSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ACSMX has been closely correlated with NRGEX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if ACSMX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ACSMX
1D Price
Change %
ACSMX100%
-1.16%
NRGEX - ACSMX
94%
Closely correlated
-1.24%
VEXPX - ACSMX
30%
Poorly correlated
-1.74%
VEXRX - ACSMX
30%
Poorly correlated
-1.74%
VSGAX - ACSMX
28%
Poorly correlated
-1.57%
VISGX - ACSMX
28%
Poorly correlated
-1.56%
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