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DFMLX DF Dent Midcap Growth Institutional Plus Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
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 of medium-sized companies ("80% Policy"). It typically invests in U.S.-listed equity securities, consisting of common stocks, preferred stocks, securities convertible into U.S. common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), and exchange-traded funds ("ETFs").

Market Cap

The average market capitalization across the DF Dent Midcap Growth Institutional Plus MF is 35.05B. The market cap for tickers in the group ranges from 8.83B to 77.99B. TDG holds the highest valuation in this group at 77.99B. The lowest valued company is WSC at 8.83B.

Volume

The average weekly volume growth across all stocks in the DF Dent Midcap Growth Institutional Plus MF was 69%. For the same stocks of the MF, the average monthly volume growth was 155% and the average quarterly volume growth was 122%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 50
Price Growth Rating: 40
SMR Rating: 52
Profit Risk Rating: 40
Seasonality Score: -27 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DFMLX has been closely correlated with FSMAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFMLX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFMLX
1D Price
Change %
DFMLX100%
+0.08%
FSMAX - DFMLX
94%
Closely correlated
+0.04%
TRQZX - DFMLX
82%
Closely correlated
-0.08%
RPMGX - DFMLX
82%
Closely correlated
-0.08%
RPTIX - DFMLX
82%
Closely correlated
-0.07%
PAMCX - DFMLX
81%
Closely correlated
-0.08%
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