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CSMCX Congress Small Cap Growth Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small‑capitalization companies. The advisor defines small‑capitalization companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

Market Cap

The average market capitalization across the Congress Small Cap Growth Institutional MF is 7.58B. The market cap for tickers in the group ranges from 1.48B to 15.84B. FIX holds the highest valuation in this group at 15.84B. The lowest valued company is LMAT at 1.48B.

Volume

The average weekly volume growth across all stocks in the Congress Small Cap Growth Institutional MF was -10%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 64%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 38
Price Growth Rating: 47
SMR Rating: 46
Profit Risk Rating: 16
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ACVA20.720.70
+3.50%
ACV Auctions
EU3.590.02
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enCore Energy Corp
SNFCA10.560.02
+0.19%
Security National Financial Corp.
EQT42.71-0.15
-0.35%
EQT Corp
LASE5.05-0.10
-1.94%
Laser Photonics Corp

CSMCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSMCX has been closely correlated with WCMNX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSMCX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSMCX
1D Price
Change %
CSMCX100%
-1.33%
WCMNX - CSMCX
95%
Closely correlated
-2.59%
WCMLX - CSMCX
95%
Closely correlated
-2.56%
VEXPX - CSMCX
94%
Closely correlated
-1.74%
VEXRX - CSMCX
94%
Closely correlated
-1.74%
VSGAX - CSMCX
93%
Closely correlated
-1.57%
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