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CSCAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$29.62
Change
+$0.05 (+0.17%)
Net Assets
21.41M

CSCAX Cove Street Capital Small Cap Val Instl Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a limited number of equity securities of small capitalization companies. The advisor considers a company to be a small-cap company if it has a market capitalization, at the time of purchase, in the range of $50 million to $5 billion. Although it will invest primarily in the equity securities of U.S. companies, the fund may also invest up to 20% of its assets in the securities of foreign companies, including common and preferred stocks.

Market Cap

The average market capitalization across the Cove Street Capital Small Cap Val Instl MF is 1.84B. The market cap for tickers in the group ranges from 169.27M to 4.59B. IAC holds the highest valuation in this group at 4.59B. The lowest valued company is SSP at 169.27M.

Volume

The average weekly volume growth across all stocks in the Cove Street Capital Small Cap Val Instl MF was 175%. For the same stocks of the MF, the average monthly volume growth was 149% and the average quarterly volume growth was 61%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 74
Price Growth Rating: 57
SMR Rating: 74
Profit Risk Rating: 68
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Managed Portfolio Series(CSC)615 East Michigan StreetMilwaukee
Phone
N/A
Web
www.covestreetfunds.com
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CSCAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSCAX has been closely correlated with FSSNX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSCAX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSCAX
1D Price
Change %
CSCAX100%
+0.17%
FSSNX - CSCAX
78%
Closely correlated
+0.98%
VSMAX - CSCAX
71%
Closely correlated
+1.09%
VSCPX - CSCAX
71%
Closely correlated
+1.09%
NAESX - CSCAX
70%
Closely correlated
+1.09%
VSCIX - CSCAX
70%
Closely correlated
+1.09%
More