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FOSBX Tributary Small Company Instl Plus Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization. A company's market capitalization is generally considered "small" if it is less than $6 billion.

Market Cap

The average market capitalization across the Tributary Small Company Instl Plus MF is 4.36B. The market cap for tickers in the group ranges from 2.67B to 6.64B. SIGI holds the highest valuation in this group at 6.64B. The lowest valued company is PATK at 2.67B.

Volume

The average weekly volume growth across all stocks in the Tributary Small Company Instl Plus MF was -58%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was 11%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 59
Price Growth Rating: 45
SMR Rating: 66
Profit Risk Rating: 16
Seasonality Score: 29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Tributary Funds, Inc1620 DODGE STREETOMAHA
Phone
1-800-662-4203
Web
www.tributaryfunds.com
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FOSBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FOSBX has been closely correlated with FSSNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if FOSBX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FOSBX
1D Price
Change %
FOSBX100%
-0.75%
FSSNX - FOSBX
96%
Closely correlated
-0.94%
NAESX - FOSBX
91%
Closely correlated
-0.49%
VSMAX - FOSBX
91%
Closely correlated
-0.49%
VSCIX - FOSBX
91%
Closely correlated
-0.49%
VSCPX - FOSBX
91%
Closely correlated
-0.49%
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