DASCX Dean Small Cap Value Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation and secondarily dividend income... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation and secondarily dividend income. The fund primarily invests in equity securities of small cap companies. It invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small cap companies. The fund may also invest in high grade government bonds. It may from time to time overweight its investments in certain market sectors. The fund may also invest in high grade government bonds.

Market Cap

The average market capitalization across the Dean Small Cap Value MF is 2.96B. The market cap for tickers in the group ranges from 792.29M to 4.77B. SR holds the highest valuation in this group at 4.77B. The lowest valued company is EIG at 792.29M.

Volume

The average weekly volume growth across all stocks in the Dean Small Cap Value MF was -10%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

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

Valuation Rating: 50

P/E Growth Rating: 40

Price Growth Rating: 57

SMR Rating: 72

Profit Risk Rating: 72

Seasonality Score: -2 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

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DASCX and MutualFunds

Correlation & Price change

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

Ticker / NAME	Correlation To DASCX	1D Price Change %
DASCX	100%	N/A
UBVVX - DASCX	95% Closely correlated	N/A
DFFVX - DASCX	94% Closely correlated	N/A
DFSVX - DASCX	93% Closely correlated	+0.96%
VSIIX - DASCX	91% Closely correlated	N/A
VSIAX - DASCX	91% Closely correlated	N/A
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