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ESCWX Embark Small Cap Equity Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small cap companies. “Equity securities” for this purpose include all types of equity securities, whether issued by U.S. or non-U.S. issuers, although the fund invests primarily in common stocks of U.S. issuers.

Market Cap

The average market capitalization across the Embark Small Cap Equity Institutional MF is 4.93B. The market cap for tickers in the group ranges from 421.96M to 9.26B. SNEX holds the highest valuation in this group at 9.26B. The lowest valued company is BXC at 421.96M.

Volume

The average weekly volume growth across all stocks in the Embark Small Cap Equity Institutional MF was 23%. For the same stocks of the MF, the average monthly volume growth was -8% 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: 78
P/E Growth Rating: 41
Price Growth Rating: 47
SMR Rating: 68
Profit Risk Rating: 72
Seasonality Score: -53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
United States
Phone
N/A
Web
N/A
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ESCWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ESCWX has been closely correlated with DFSTX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if ESCWX jumps, then DFSTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ESCWX
1D Price
Change %
ESCWX100%
-0.07%
DFSTX - ESCWX
98%
Closely correlated
-0.03%
VSCIX - ESCWX
92%
Closely correlated
-0.24%
FSSNX - ESCWX
90%
Closely correlated
-0.49%
VRTIX - ESCWX
-4%
Poorly correlated
-0.49%
NAESX - ESCWX
-6%
Poorly correlated
-0.24%
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Embark Small Cap Equity Institutional (ESCWX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com