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ADVLX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
25.23M

ADVLX Vaughan Nelson International Sm Cap I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small capitalization companies and will invest at least 75% of its net assets in securities of companies located outside of the United States. The fund's manager considers small capitalization companies to be companies with market capitalizations within the range of those companies included in the MSCI EAFE Small Cap Index at the time of purchase.

Volume

The average weekly volume growth across all stocks in the Vaughan Nelson International Sm Cap I MF was 3%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 53%

Fundamental Analysis Ratings

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

Valuation Rating: 44
P/E Growth Rating: 39
Price Growth Rating: 54
SMR Rating: 81
Profit Risk Rating: 69
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Blend
Address
Investment Managers Series Tr(advrsrch)803 W. Michigan ST.Milwaukee
Phone
N/A
Web
www.advisoryresearch.com
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ADVLX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ADVLX has been closely correlated with GGDPX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADVLX jumps, then GGDPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADVLX
1D Price
Change %
ADVLX100%
+0.08%
GGDPX - ADVLX
97%
Closely correlated
+0.16%
GICUX - ADVLX
97%
Closely correlated
+0.16%
FISMX - ADVLX
96%
Closely correlated
N/A
DFISX - ADVLX
94%
Closely correlated
N/A
FTISX - ADVLX
92%
Closely correlated
N/A
More