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DSCIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$14.57
Change
-$0.59 (-3.89%)
Net Assets
32.81M

DSCIX Dana Epiphany Small Cap Eq Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lattice Semiconductor Corp (NASDAQ:LSCC).

Industry description

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. Under normal circumstances, the fund will invest at least 80% of its net assets in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The manager considers small capitalization companies to be companies within the range of those companies included in the Russell 2000® Index at the time of purchase.

Market Cap

The average market capitalization across the Dana Epiphany Small Cap Eq Instl MF is 7.95B. The market cap for tickers in the group ranges from 1.98B to 24.16B. DECK holds the highest valuation in this group at 24.16B. The lowest valued company is VECO at 1.98B.

Volume

The average weekly volume growth across all stocks in the Dana Epiphany Small Cap Eq Instl MF was 11%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 49
Price Growth Rating: 49
SMR Rating: 38
Profit Risk Rating: 25
Seasonality Score: -6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Valued Advisers Trust2960 N MERIDIAN STREET STE 300Indianapolis
Phone
N/A
Web
N/A
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DSCIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DSCIX
1D Price
Change %
DSCIX100%
-1.30%
VEXRX - DSCIX
94%
Closely correlated
-1.01%
VEXPX - DSCIX
94%
Closely correlated
-1.01%
NRGEX - DSCIX
93%
Closely correlated
-1.09%
WCMLX - DSCIX
93%
Closely correlated
-1.03%
WCMNX - DSCIX
93%
Closely correlated
-1.05%
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