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FSVQX Clifford Capital Fcs Sm Cp Val Spr Instl Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in the equity securities of U.S. companies with small market capitalizations. The Adviser considers a company to be a small cap company if its market capitalization is no larger than that of the largest company in the Russell 2000® Index at the time a new position is established, based on the index data as of the end of the previous calendar quarter.

Market Cap

The average market capitalization across the Clifford Capital Fcs Sm Cp Val Spr Instl MF is 2.15B. The market cap for tickers in the group ranges from 127.42M to 4.88B. SRCL holds the highest valuation in this group at 4.88B. The lowest valued company is KLXE at 127.42M.

Volume

The average weekly volume growth across all stocks in the Clifford Capital Fcs Sm Cp Val Spr Instl MF was 4%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 49
Price Growth Rating: 48
SMR Rating: 62
Profit Risk Rating: 72
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com
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FSVQX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FSVQX has been closely correlated with DFFVX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if FSVQX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FSVQX
1D Price
Change %
FSVQX100%
+0.59%
DFFVX - FSVQX
77%
Closely correlated
+0.18%
DFSVX - FSVQX
75%
Closely correlated
+0.17%
WCMFX - FSVQX
73%
Closely correlated
-0.14%
WCMJX - FSVQX
73%
Closely correlated
-0.15%
VSIIX - FSVQX
71%
Closely correlated
+0.13%
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