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FTMSX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
17.41M

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

Category SmallValue
A.I.Advisor
published Highlights

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 Fuller & Thaler Behvrl Mcr-Cp Eq Instl MF is 851.47M. The market cap for tickers in the group ranges from 131.41M to 6.82B. MTDR holds the highest valuation in this group at 6.82B. The lowest valued company is RRGB at 131.41M.

Volume

The average weekly volume growth across all stocks in the Fuller & Thaler Behvrl Mcr-Cp Eq Instl MF was -25%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 3%

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: 44
Price Growth Rating: 56
SMR Rating: 72
Profit Risk Rating: 72
Seasonality Score: -16 (-100 ... +100)
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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
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FTMSX and

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 94% 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%
+0.95%
FSSNX - FTMSX
94%
Closely correlated
+0.41%
NAESX - FTMSX
92%
Closely correlated
+0.40%
VSMAX - FTMSX
92%
Closely correlated
+0.39%
VSCPX - FTMSX
92%
Closely correlated
+0.40%
VSCIX - FTMSX
92%
Closely correlated
+0.40%
More