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DRISX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$23.08
Change
-$0.28 (-1.20%)
Net Assets
298.98M

DRISX price forecast, quote, news & analysis

Category: @Small Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets (including borrowings for investment purposes) in common stocks of small capitalization companies that at the time of purchase are similar in market capitalization to those listed on the Russell 2000® Value Index. It may invest up to 20% of its assets in foreign securities (including securities of emerging market countries), including American Depository Receipts ("ADRs") or Global Depository Receipts ("GDRs") that are traded on U.S. markets. The fund may invest up to 20% of its assets in investment-grade fixed income securities of any maturity.

Market Cap

The average market capitalization across the Foundry Partners Sm Cp Val Instl MF is 3.82B. The market cap for tickers in the group ranges from 1.77B to 7.23B. ALSN holds the highest valuation in this group at 7.23B. The lowest valued company is ENVA at 1.77B.

Volume

The average weekly volume growth across all stocks in the Foundry Partners Sm Cp Val Instl MF was -14%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was 15%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 42
Price Growth Rating: 43
SMR Rating: 44
Profit Risk Rating: 32
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Valued Advisers Trust2960 N MERIDIAN STREET STE 300Indianapolis
Phone
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