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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 1%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was 80%

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: 38
Price Growth Rating: 50
SMR Rating: 52
Profit Risk Rating: 28
Seasonality Score: -12 (-100 ... +100)
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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 %
QUAKX64.490.22
+0.34%
AB Small Cap Growth K
FIQPX45.400.02
+0.04%
Fidelity Advisor Emerging Asia Z
SASVX7.63N/A
N/A
Virtus Ceredex Small-Cap Value Eq A
QCACX40.49-0.02
-0.05%
Federated Hermes MDT All Cap Core C
RICHX59.31-0.15
-0.26%
American Funds Invmt Co of Amer R5E

ACSMX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that ACSMX and VEXPX have been poorly correlated (+30% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ACSMX and VEXPX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ACSMX
1D Price
Change %
ACSMX100%
+0.10%
VEXPX - ACSMX
30%
Poorly correlated
+0.05%
VEXRX - ACSMX
30%
Poorly correlated
+0.04%
VSGAX - ACSMX
28%
Poorly correlated
-0.04%
VISGX - ACSMX
28%
Poorly correlated
-0.05%
VSGIX - ACSMX
28%
Poorly correlated
-0.05%
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