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

The investment seeks long-term capital appreciation... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

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 3.87B. The market cap for tickers in the group ranges from 175.42M to 11.67B. FHN holds the highest valuation in this group at 11.67B. The lowest valued company is DOUG at 175.42M.

Volume

The average weekly volume growth across all stocks in the Cullen Small Cap Value I MF was 24%. For the same stocks of the MF, the average monthly volume growth was 11% 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: 30
P/E Growth Rating: 44
Price Growth Rating: 53
SMR Rating: 75
Profit Risk Rating: 81
Seasonality Score: -53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Cullen Funds Trust645 Fifth AveNew York
Phone
+1 8005826757
Web
www.cullenfunds.com
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CUSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CUSIX has been closely correlated with UBVVX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if CUSIX jumps, then UBVVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CUSIX
1D Price
Change %
CUSIX100%
+0.13%
UBVVX - CUSIX
90%
Closely correlated
+0.62%
DFFVX - CUSIX
88%
Closely correlated
+0.74%
DFSVX - CUSIX
88%
Closely correlated
+0.75%
ASVRX - CUSIX
86%
Closely correlated
+0.86%
VISVX - CUSIX
86%
Closely correlated
+0.72%
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