AVALX Aegis Value I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Natural Resources

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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 1.61B. 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 -68%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -83%

Fundamental Analysis Ratings

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

Valuation Rating: 39

P/E Growth Rating: 13

Price Growth Rating: 48

SMR Rating: 72

Profit Risk Rating: 53

Seasonality Score: -61 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category NaturalResources

Profile

Details

	1 Day
TROZX	26.77	0.11	+0.41%
T. Rowe Price International Value Eq Z
GSYPX	45.60	0.16	+0.35%
Goldman Sachs Small Cap Value P
BRUKX	18.65	0.02	+0.11%
MFS Blended Research Value Equity R2
APWIX	13.46	0.01	+0.07%
AB Sustainable Thematic Bal Port I
FHKCX	72.51	-0.27	-0.37%
Fidelity China Region

AVALX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AVALX has been closely correlated with IGNCX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if AVALX jumps, then IGNCX could also see price increases.

Ticker / NAME	Correlation To AVALX	1D Price Change %
AVALX	100%	+0.39%
IGNCX - AVALX	90% Closely correlated	+0.57%
IGNYX - AVALX	90% Closely correlated	+0.56%
IGNAX - AVALX	90% Closely correlated	+0.54%
IGNRX - AVALX	90% Closely correlated	+0.55%
INRSX - AVALX	90% Closely correlated	+0.55%
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