DFSGX DF Dent Small Cap Growth Institutional 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 Institutional MF is 6.24B. The market cap for tickers in the group ranges from 630.38M to 16.61B. HEI.A holds the highest valuation in this group at 16.61B. The lowest valued company is UTZ at 630.38M.

Volume

The average weekly volume growth across all stocks in the DF Dent Small Cap Growth Institutional MF was -16%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 66

P/E Growth Rating: 54

Price Growth Rating: 63

SMR Rating: 54

Profit Risk Rating: 85

Seasonality Score: 45 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallGrowth

Profile

Details

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DFSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFSGX 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 DFSGX jumps, then WCMNX could also see price increases.

Ticker / NAME	Correlation To DFSGX	1D Price Change %
DFSGX	100%	+2.61%
WCMNX - DFSGX	97% Closely correlated	N/A
WCMLX - DFSGX	97% Closely correlated	N/A
VSGIX - DFSGX	80% Closely correlated	N/A
VSGAX - DFSGX	80% Closely correlated	N/A
VISGX - DFSGX	79% Closely correlated	N/A
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