MENU
+Compare
FTMSX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$26.28
Change
+$0.04 (+0.15%)
Net Assets
19.66M

FTMSX FullerThaler Behvrl Mcr-Cp Eq Instl Forecast, Technical & Fundamental Analysis

Category SmallValue
Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Groupon (NASDAQ:GRPN), Beyond (NYSE:BYON).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of micro capitalization ("micro-cap") companies based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs"), Business Development Companies (BDCs), and Exchange Traded Funds (ETFs) whose investment characteristics are consistent with the fund's principal investment strategy.

Market Cap

The average market capitalization across the FullerThaler Behvrl Mcr-Cp Eq Instl MF is 1.56B. The market cap for tickers in the group ranges from 222.67M to 8.42B. MTDR holds the highest valuation in this group at 8.42B. The lowest valued company is BYON at 222.67M.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behvrl Mcr-Cp Eq Instl MF was -17%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 34%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 54
Price Growth Rating: 63
SMR Rating: 83
Profit Risk Rating: 77
Seasonality Score: 14 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JDEZX13.360.09
+0.68%
PGIM Jennison Global Equity Income Z
BTMKX15.280.10
+0.66%
iShares MSCI EAFE Intl Idx K
SAOCX18.700.07
+0.38%
NAA Opportunity Fund C
BIGRX36.820.05
+0.14%
American Century Discplnd Cor Val Inv
VRSCX23.59-0.09
-0.38%
Voya SmallCap Opportunities Port R6

FTMSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTMSX has been closely correlated with FSSNX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTMSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTMSX
1D Price
Change %
FTMSX100%
+0.15%
FSSNX - FTMSX
91%
Closely correlated
-0.22%
VISVX - FTMSX
87%
Closely correlated
+0.12%
VSIAX - FTMSX
87%
Closely correlated
+0.14%
VSIIX - FTMSX
87%
Closely correlated
+0.13%
VSCPX - FTMSX
86%
Closely correlated
+0.05%
More