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FTHAX FullerThaler Behavioral Sm-Cp Eq A Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of small capitalization companies based in the U.S. The fund managers consider a company to be based in the U.S. if it is publicly traded in the U.S. and it satisfies one or more of the following additional criteria: it is incorporated in the U.S., it is headquartered in the U.S., its reported assets are primarily located in the U.S., or it derives the majority of its revenue from the U.S.

Market Cap

The average market capitalization across the FullerThaler Behavioral Sm-Cp Eq A MF is 8.1B. The market cap for tickers in the group ranges from 4.23B to 22.95B. EME holds the highest valuation in this group at 22.95B. The lowest valued company is AMR at 4.23B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behavioral Sm-Cp Eq A MF was -29%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 25
Price Growth Rating: 42
SMR Rating: 35
Profit Risk Rating: 22
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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FTHAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTHAX has been closely correlated with FTHFX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTHAX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTHAX
1D Price
Change %
FTHAX100%
-0.98%
FTHFX - FTHAX
100%
Closely correlated
-0.98%
FSSNX - FTHAX
94%
Closely correlated
-1.40%
VSMAX - FTHAX
92%
Closely correlated
-1.06%
VSCPX - FTHAX
92%
Closely correlated
-1.07%
NAESX - FTHAX
92%
Closely correlated
-1.06%
More