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FTSAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$39.43
Change
-$0.53 (-1.33%)
Net Assets
133.91M

FTSAX FullerThaler Behvrl S-M Cor Eq A Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are eBay (NASDAQ:EBAY).

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 small to medium capitalization 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 S-M Cor Eq A MF is 17.11B. The market cap for tickers in the group ranges from 5.67B to 30.77B. EBAY holds the highest valuation in this group at 30.77B. The lowest valued company is LANC at 5.67B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behvrl S-M Cor Eq A MF was 2%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 44
Price Growth Rating: 48
SMR Rating: 35
Profit Risk Rating: 29
Seasonality Score: 23 (-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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FTSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTSAX has been closely correlated with VSMAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTSAX jumps, then VSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTSAX
1D Price
Change %
FTSAX100%
-1.33%
VSMAX - FTSAX
95%
Closely correlated
-1.13%
NAESX - FTSAX
95%
Closely correlated
-1.13%
VSCPX - FTSAX
95%
Closely correlated
-1.13%
VSCIX - FTSAX
95%
Closely correlated
-1.13%
FSMAX - FTSAX
94%
Closely correlated
-1.16%
More