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ARZMX AMG River Road Small Cap Value Z Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal conditions, the fund invests at least 80% of its assets in equity securities of small-cap companies that the subadviser believes are undervalued. Value investing involves buying stocks that are out of favor and/or undervalued in comparison to their peers or their prospects for growth. The fund may also invest in mid-cap companies, which the adviser currently considers to be companies with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell Midcap® Index.

Market Cap

The average market capitalization across the AMG River Road Small Cap Value Z MF is 4.43B. The market cap for tickers in the group ranges from 1.21B to 10.73B. BJ holds the highest valuation in this group at 10.73B. The lowest valued company is CNNE at 1.21B.

Volume

The average weekly volume growth across all stocks in the AMG River Road Small Cap Value Z MF was 178%. For the same stocks of the MF, the average monthly volume growth was 121% and the average quarterly volume growth was 136%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 43
Price Growth Rating: 57
SMR Rating: 63
Profit Risk Rating: 51
Seasonality Score: -34 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
AMG Funds IV600 Steamboat Road, Suite 300Greenwhich
Phone
N/A
Web
www.amgfunds.com
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ARZMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ARZMX has been closely correlated with WCMFX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARZMX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARZMX
1D Price
Change %
ARZMX100%
-0.67%
WCMFX - ARZMX
75%
Closely correlated
-0.99%
WCMJX - ARZMX
75%
Closely correlated
-1.00%
VISVX - ARZMX
43%
Loosely correlated
-0.85%
VSIAX - ARZMX
42%
Loosely correlated
-0.85%
VSIIX - ARZMX
42%
Loosely correlated
-0.87%
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