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FTHFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$47.60
Change
-$0.71 (-1.47%)
Net Assets
10.72B

FTHFX FullerThaler Behavioral Sm-Cp Eq R6 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 R6 MF is 7.92B. The market cap for tickers in the group ranges from 4.23B to 21.94B. EME holds the highest valuation in this group at 21.94B. 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 R6 MF was 19%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 33
Price Growth Rating: 51
SMR Rating: 35
Profit Risk Rating: 26
Seasonality Score: 16 (-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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FTHFX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTHFX
1D Price
Change %
FTHFX100%
-1.47%
FTHSX - FTHFX
100%
Closely correlated
-1.49%
FTHAX - FTHFX
100%
Closely correlated
-1.46%
FTYCX - FTHFX
100%
Closely correlated
-1.47%
FTHNX - FTHFX
100%
Closely correlated
-1.48%
SSMAX - FTHFX
98%
Closely correlated
-1.23%
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