AVALX Aegis Value I Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks that the fund's investment advisor believes are significantly undervalued relative to the market based on fundamental accounting measures including book value (assets less liabilities), revenues, or cash flow. It has no percentage allocation for investments in small- or mid-capitalization companies, and the fund may invest up to 100% of its portfolio in the securities of these companies.

Market Cap

The average market capitalization across the Aegis Value I MF is 1.71B. The market cap for tickers in the group ranges from 167.27M to 10.38B. ARG holds the highest valuation in this group at 10.38B. The lowest valued company is HNRG at 167.27M.

Volume

The average weekly volume growth across all stocks in the Aegis Value I MF was -3%. For the same stocks of the MF, the average monthly volume growth was 17% and the average quarterly volume growth was 27%

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: 46

Price Growth Rating: 46

SMR Rating: 67

Profit Risk Rating: 46

Seasonality Score: 7 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
ATHIX	31.82	0.27	+0.86%
American Century Heritage I
LMGAX	26.55	0.18	+0.68%
Lord Abbett Growth Opportunities A
OMSOX	29.81	0.03	+0.10%
Invesco Main Street All Cap A
GEMWX	12.60	N/A	N/A
Goldman Sachs Emerging Mkt Eq ex. Chn R6
WCEIX	11.03	-0.02	-0.18%
Virtus Westchester Event-Driven Fd I

AVALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AVALX has been closely correlated with VSCAX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVALX jumps, then VSCAX could also see price increases.

Ticker / NAME	Correlation To AVALX	1D Price Change %
AVALX	100%	-0.90%
VSCAX - AVALX	72% Closely correlated	+0.68%
ASVRX - AVALX	62% Loosely correlated	+1.41%
VISVX - AVALX	60% Loosely correlated	+1.04%
VSIAX - AVALX	60% Loosely correlated	+1.04%
VSIIX - AVALX	60% Loosely correlated	+1.04%
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