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FESMX First Eagle U.S. SMID Cap Opportunity I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ingersoll Rand (NYSE:IR).

Industry description

The investment seeks long-term growth of capital. The fund invests, under normal circumstances, in equity securities of small- and mid-cap (“smid cap”) companies in an attempt to take advantage of what the Adviser believes are opportunistic situations for undervalued securities. Normally, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities (e.g., common stocks, warrants, rights and preferred stocks) of U.S. smid cap companies.

Market Cap

The average market capitalization across the First Eagle U.S. SMID Cap Opportunity I MF is 15.36B. The market cap for tickers in the group ranges from 7.32B to 38.31B. IR holds the highest valuation in this group at 38.31B. The lowest valued company is EVR at 7.32B.

Volume

The average weekly volume growth across all stocks in the First Eagle U.S. SMID Cap Opportunity I MF was -18%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 54
Price Growth Rating: 46
SMR Rating: 61
Profit Risk Rating: 17
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
First Eagle Fund1345 Avenue of the AmericasNew York
Phone
N/A
Web
www.firsteaglefunds.com
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FESMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FESMX has been closely correlated with FSMAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if FESMX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FESMX
1D Price
Change %
FESMX100%
-0.09%
FSMAX - FESMX
93%
Closely correlated
+0.04%
VSCPX - FESMX
92%
Closely correlated
+0.06%
VSMAX - FESMX
92%
Closely correlated
+0.05%
NAESX - FESMX
92%
Closely correlated
+0.05%
VSCIX - FESMX
92%
Closely correlated
+0.05%
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