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CUSIX Cullen Small Cap Value I Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Spirit Aerosystems Holdings (NYSE:SPR).

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in small-capitalization companies. It may invest up to 30% of its assets in securities of companies headquartered outside the United States. The advisor intends to invest in the securities of companies located in developed countries and, to a lesser extent, those located in emerging markets, and the advisor may consider investments in companies in any of the world's developed or emerging stock markets.

Market Cap

The average market capitalization across the Cullen Small Cap Value I MF is 2.57B. The market cap for tickers in the group ranges from 130.9M to 8.55B. FHN holds the highest valuation in this group at 8.55B. The lowest valued company is DOUG at 130.9M.

Volume

The average weekly volume growth across all stocks in the Cullen Small Cap Value I MF was -19%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 38%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 50
Price Growth Rating: 46
SMR Rating: 62
Profit Risk Rating: 91
Seasonality Score: 22 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Cullen Funds Trust645 Fifth AveNew York
Phone
+1 8005826757
Web
www.cullenfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PZVIX11.770.02
+0.17%
Pzena International Small Cap Value Inv
POSIX9.750.01
+0.10%
Principal Global Real Estate Sec Instl
BEMCX8.51-0.02
-0.23%
Brandes Emerging Markets Value C
FPADX10.80-0.04
-0.37%
Fidelity Emerging Markets Idx
DPLGX25.16-0.53
-2.06%
Jackson Square Large-Cap Growth IS

CUSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CUSIX has been closely correlated with DFFVX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if CUSIX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CUSIX
1D Price
Change %
CUSIX100%
-1.37%
DFFVX - CUSIX
93%
Closely correlated
-0.83%
DFSVX - CUSIX
92%
Closely correlated
-0.76%
VSIAX - CUSIX
92%
Closely correlated
-0.67%
VISVX - CUSIX
88%
Closely correlated
-0.68%
VSIIX - CUSIX
88%
Closely correlated
-0.68%
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