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DFDSX
Mutual Fund ticker: NASDAQ
AS OF
Apr 9 closing price
Price
$22.20
Change
+$1.83 (+8.98%)
Net Assets
162.16M

DFDSX DF Dent Small Cap Growth Investor Forecast, Technical & Fundamental Analysis

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

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

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts ("REITs"), sponsored and unsponsored American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs").

Market Cap

The average market capitalization across the DF Dent Small Cap Growth Investor MF is 6.52B. The market cap for tickers in the group ranges from 1.5B to 16.61B. HEI.A holds the highest valuation in this group at 16.61B. The lowest valued company is UTZ at 1.5B.

Volume

The average weekly volume growth across all stocks in the DF Dent Small Cap Growth Investor MF was 106%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 148%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 54
Price Growth Rating: 60
SMR Rating: 53
Profit Risk Rating: 52
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Forum Funds (DF Dent)P.O. Box 588Portland
Phone
866-233-3368
Web
www.dfdent.com
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DFDSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFDSX has been closely correlated with WCMNX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFDSX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFDSX
1D Price
Change %
DFDSX100%
N/A
WCMNX - DFDSX
97%
Closely correlated
N/A
WCMLX - DFDSX
97%
Closely correlated
N/A
NRGEX - DFDSX
93%
Closely correlated
N/A
VEXRX - DFDSX
93%
Closely correlated
N/A
VEXPX - DFDSX
92%
Closely correlated
N/A
More