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CCMSX Cardinal Small Cap Value Institutional Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small capitalization companies. The Adviser defines small capitalization companies as companies with market capitalizations, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell 2000 Index. The securities in which the fund invests are primarily common stock and real estate investment trusts ("REITs").

Market Cap

The average market capitalization across the Cardinal Small Cap Value Institutional MF is 6.07B. The market cap for tickers in the group ranges from 2.03B to 12.98B. XPO holds the highest valuation in this group at 12.98B. The lowest valued company is FRME at 2.03B.

Volume

The average weekly volume growth across all stocks in the Cardinal Small Cap Value Institutional MF was 29%. For the same stocks of the MF, the average monthly volume growth was 22% 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: 57
P/E Growth Rating: 40
Price Growth Rating: 47
SMR Rating: 47
Profit Risk Rating: 43
Seasonality Score: 51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Cardinal CapitalP.O. Box 588Portland
Phone
N/A
Web
www.cardcap.com/mutualfunds
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CCMSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CCMSX has been closely correlated with FSSNX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if CCMSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CCMSX
1D Price
Change %
CCMSX100%
N/A
FSSNX - CCMSX
83%
Closely correlated
+1.64%
VSCPX - CCMSX
82%
Closely correlated
+0.99%
VSMAX - CCMSX
81%
Closely correlated
+0.99%
VSCIX - CCMSX
81%
Closely correlated
+1.00%
NAESX - CCMSX
81%
Closely correlated
+0.99%