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FSMCX Tributary Small/Mid Cap Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend
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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- or mid-market capitalizations. The advisor defines small- and mid-market capitalization companies as companies with market capitalizations of up to $30 billion.

Market Cap

The average market capitalization across the Tributary Small/Mid Cap Institutional MF is 10.89B. The market cap for tickers in the group ranges from 4.05B to 17.15B. BURL holds the highest valuation in this group at 17.15B. The lowest valued company is DIOD at 4.05B.

Volume

The average weekly volume growth across all stocks in the Tributary Small/Mid Cap Institutional MF was 10%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 51
Price Growth Rating: 48
SMR Rating: 54
Profit Risk Rating: 64
Seasonality Score: -37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, FSMCX has been closely correlated with DFSTX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if FSMCX jumps, then DFSTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FSMCX
1D Price
Change %
FSMCX100%
-0.05%
DFSTX - FSMCX
97%
Closely correlated
+0.06%
FTHFX - FSMCX
96%
Closely correlated
N/A
VSCPX - FSMCX
89%
Closely correlated
N/A
VSMAX - FSMCX
89%
Closely correlated
N/A
VSCIX - FSMCX
88%
Closely correlated
N/A
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