FAMDX FAM Small Cap Institutional Forecast, Technical & Fundamental Analysis

The investment seeks to maximize long-term return on capital... Show more

Category: #Small Growth

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A.I.Advisor

published Highlights

Industry description

The investment seeks to maximize long-term return on capital. The investment advisor employs a "value approach" in making its common stock selections. It invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of small-cap companies. The investment advisor considers small-cap companies to be those issuers that, at the time of initial purchase, have a market capitalization that is within or below the range of companies in the Russell 2000 Index as of the latest reconstitution.

Market Cap

The average market capitalization across the FAM Small Cap Institutional MF is 5.01B. The market cap for tickers in the group ranges from 1.43B to 14.78B. PNFP holds the highest valuation in this group at 14.78B. The lowest valued company is DFH at 1.43B.

Volume

The average weekly volume growth across all stocks in the FAM Small Cap Institutional MF was -23%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 48

P/E Growth Rating: 60

Price Growth Rating: 59

SMR Rating: 60

Profit Risk Rating: 94

Seasonality Score: 15 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallGrowth

Profile

Details

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FAMDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FAMDX has been closely correlated with WCMNX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if FAMDX jumps, then WCMNX could also see price increases.

Ticker / NAME	Correlation To FAMDX	1D Price Change %
FAMDX	100%	N/A
WCMNX - FAMDX	91% Closely correlated	N/A
WCMLX - FAMDX	91% Closely correlated	N/A
VEXPX - FAMDX	60% Loosely correlated	N/A
VEXRX - FAMDX	59% Loosely correlated	N/A
VISGX - FAMDX	57% Loosely correlated	N/A
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