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CSPEX American Funds SMALLCAP World 529E Forecast, Technical & Fundamental Analysis

Category WorldStock
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Market Cap

The average market capitalization across the American Funds SMALLCAP World 529E MF is 16.05B. The market cap for tickers in the group ranges from 6.29B to 25.71B. ARES holds the highest valuation in this group at 25.71B. The lowest valued company is ESNT at 6.29B.

Volume

The average weekly volume growth across all stocks in the American Funds SMALLCAP World 529E MF was -25%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 62%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 43
Price Growth Rating: 50
SMR Rating: 50
Profit Risk Rating: 25
Seasonality Score: 26 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
SMALLCAP WORLD FUND, INC.333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com
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CSPEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSPEX has been closely correlated with RSLDX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSPEX jumps, then RSLDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSPEX
1D Price
Change %
CSPEX100%
+1.05%
RSLDX - CSPEX
100%
Closely correlated
+1.06%
FSFWX - CSPEX
100%
Closely correlated
+1.06%
FSWFX - CSPEX
100%
Closely correlated
+1.06%
SFCWX - CSPEX
100%
Closely correlated
+1.06%
SMCWX - CSPEX
100%
Closely correlated
+1.05%
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