FAMFX FAM Small Cap Investor 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 Investor MF is 5B. The market cap for tickers in the group ranges from 1.5B to 15.23B. PNFP holds the highest valuation in this group at 15.23B. The lowest valued company is DFH at 1.5B.

Volume

The average weekly volume growth across all stocks in the FAM Small Cap Investor MF was 54%. For the same stocks of the MF, the average monthly volume growth was 102% and the average quarterly volume growth was 132%

Fundamental Analysis Ratings

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

Valuation Rating: 50

P/E Growth Rating: 65

Price Growth Rating: 60

SMR Rating: 60

Profit Risk Rating: 95

Seasonality Score: 18 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallGrowth

Profile

Details

	1 Day
XMLV	66.57	0.24	+0.36%
Invesco S&P MidCap Low Volatility ETF
IUSV	109.83	N/A	N/A
iShares Core S&P US Value ETF
BULD	36.04	N/A	N/A
Pacer BlueStar Engineering the Fut ETF
QQQH	54.58	N/A	N/A
NEOS Nasdaq-100 Hdg Eq Inc ETF
BWG	7.88	-0.06	-0.76%
BrandywineGLOBAL Global Income Opportunities Fund

FAMFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FAMFX has been closely correlated with WCMNX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if FAMFX jumps, then WCMNX could also see price increases.

Ticker / NAME	Correlation To FAMFX	1D Price Change %
FAMFX	100%	N/A
WCMNX - FAMFX	92% Closely correlated	N/A
WCMLX - FAMFX	92% Closely correlated	N/A
NRGEX - FAMFX	88% Closely correlated	N/A
NRGSX - FAMFX	84% Closely correlated	N/A
VEXRX - FAMFX	61% Loosely correlated	N/A
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