CSVIX Calvert Small-Cap I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U... Show more

Category: #Small Blend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Calvert Small-Cap I MF is 6.44B. The market cap for tickers in the group ranges from 1B to 14.34B. ARMK holds the highest valuation in this group at 14.34B. The lowest valued company is USPH at 1B.

Volume

The average weekly volume growth across all stocks in the Calvert Small-Cap I MF was -6%. For the same stocks of the MF, the average monthly volume growth was -38% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 44

P/E Growth Rating: 58

Price Growth Rating: 54

SMR Rating: 59

Profit Risk Rating: 82

Seasonality Score: 29 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
DUSLX	46.20	0.92	+2.03%
DFA US Large Cap Growth Instl
CIBCX	82.19	1.14	+1.41%
American Funds Capital Income Bldr C
GTDIX	47.03	N/A	N/A
Invesco Emerging Markets ex-China R5
CCERX	29.59	N/A	N/A
Columbia Large Cap Enhanced Core R
ICBMX	21.15	N/A	N/A
ICON Natural Resources and Infras Instl

CSVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSVIX has been closely correlated with DFSTX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSVIX jumps, then DFSTX could also see price increases.

Ticker / NAME	Correlation To CSVIX	1D Price Change %
CSVIX	100%	N/A
DFSTX - CSVIX	96% Closely correlated	+2.42%
FTHFX - CSVIX	94% Closely correlated	N/A
VSCPX - CSVIX	69% Closely correlated	N/A
NAESX - CSVIX	69% Closely correlated	N/A
VSCIX - CSVIX	69% Closely correlated	N/A
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