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CCMAX Conestoga Mid Cap Institutional Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of mid market capitalization companies. Equity securities include American depositary receipts (“ADRs”), convertible securities, foreign and domestic common and preferred stocks, rights and warrants. While there is no limit on investing in foreign securities, the advisor does not expect investment in foreign securities to exceed 20% of the fund’s total assets.

Market Cap

The average market capitalization across the Conestoga Mid Cap Institutional MF is 39.3B. The market cap for tickers in the group ranges from 15.48B to 59.25B. ROP holds the highest valuation in this group at 59.25B. The lowest valued company is POOL at 15.48B.

Volume

The average weekly volume growth across all stocks in the Conestoga Mid Cap Institutional MF was 4%. For the same stocks of the MF, the average monthly volume growth was 68% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 46
Price Growth Rating: 47
SMR Rating: 40
Profit Risk Rating: 25
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Conestoga Funds550 E. Swedesford Road, Suite 120 EastWayne
Phone
1-800-494-2755
Web
www.conestogafunds.com
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CCMAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CCMAX has been closely correlated with TRQZX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if CCMAX jumps, then TRQZX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CCMAX
1D Price
Change %
CCMAX100%
-0.30%
TRQZX - CCMAX
81%
Closely correlated
-0.08%
FSMAX - CCMAX
80%
Closely correlated
+0.04%
RPTIX - CCMAX
19%
Poorly correlated
-0.07%
RPMGX - CCMAX
19%
Poorly correlated
-0.08%
PAMCX - CCMAX
19%
Poorly correlated
-0.08%
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