MENU
DFSGX
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
92.07M
DFSGX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
92.07M
DFSGX DF Dent Small Cap Growth Institutional Forecast, Technical & Fundamental Analysis
Category SmallGrowth
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 5.66B. The market cap for tickers in the group ranges from 1.17B to 16.61B. HEI.A holds the highest valuation in this group at 16.61B. The lowest valued company is UTZ at 1.17B.
Volume
The average weekly volume growth across all stocks in the DF Dent Small Cap Growth Institutional MF was 2%. For the same stocks of the MF, the average monthly volume growth was 57% and the average quarterly volume growth was 12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 41
Price Growth Rating: 49
SMR Rating: 59
Profit Risk Rating: 53
Seasonality Score: -38 (-100 ... +100)
View a ticker or compare two or three
VS
VS
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BME | 39.27 | 0.07 | +0.18% |
| Blackrock Health Sciences Trust | |||
| UPW | 55.54 | -0.02 | -0.04% |
| ProShares Ultra Utilities | |||
| VYMI | 63.68 | -0.11 | -0.17% |
| Vanguard Intl Hi Div Yld Idx ETF | |||
| VEGA | 36.94 | -0.19 | -0.52% |
| AdvisorShares STAR Global Buy-Write ETF | |||
| FJP | 52.26 | -0.63 | -1.20% |
| First Trust Japan AlphaDEX® ETF | |||
DFSGX and
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.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To DFSGX | 1D Price Change % | ||
|---|---|---|---|---|
| DFSGX | 100% | N/A | ||
| WCMNX - DFSGX | 97% Closely correlated | -0.88% | ||
| WCMLX - DFSGX | 97% Closely correlated | -0.79% | ||
| VSGAX - DFSGX | 95% Closely correlated | -0.88% | ||
| VSGIX - DFSGX | 94% Closely correlated | -0.89% | ||
| VISGX - DFSGX | 93% Closely correlated | -0.89% | ||
More | ||||