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FTHNX FullerThaler Behavioral Sm-Cp Eq Inv 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 Inv MF is 7.73B. The market cap for tickers in the group ranges from 4.23B to 20.06B. EME holds the highest valuation in this group at 20.06B. 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 Inv MF was 14%. For the same stocks of the MF, the average monthly volume growth was 35% 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: 61
P/E Growth Rating: 22
Price Growth Rating: 51
SMR Rating: 35
Profit Risk Rating: 24
Seasonality Score: -10 (-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
Interesting Tickers
1D
1W
1M
1Q
6M
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FTHNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTHNX has been closely correlated with FSSNX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTHNX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTHNX
1D Price
Change %
FTHNX100%
+0.08%
FSSNX - FTHNX
94%
Closely correlated
+0.04%
VSMAX - FTHNX
93%
Closely correlated
+0.05%
VSCPX - FTHNX
93%
Closely correlated
+0.06%
NAESX - FTHNX
92%
Closely correlated
+0.05%
VSCIX - FTHNX
92%
Closely correlated
+0.05%