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FTSIX FullerThaler Behvrl S-M Cor Eq Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend
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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 Instl MF is 19.2B. The market cap for tickers in the group ranges from 5.25B to 49B. EBAY holds the highest valuation in this group at 49B. The lowest valued company is GNTX at 5.25B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behvrl S-M Cor Eq Instl MF was 4%. For the same stocks of the MF, the average monthly volume growth was 197% and the average quarterly volume growth was 273%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 47
Price Growth Rating: 51
SMR Rating: 37
Profit Risk Rating: 54
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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FTSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTSIX has been closely correlated with FSMDX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTSIX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTSIX
1D Price
Change %
FTSIX100%
N/A
FSMDX - FTSIX
97%
Closely correlated
N/A
FSMAX - FTSIX
95%
Closely correlated
N/A
VRTIX - FTSIX
93%
Closely correlated
N/A
VSCPX - FTSIX
92%
Closely correlated
N/A
VSCIX - FTSIX
92%
Closely correlated
N/A
More
FullerThaler Behvrl S-M Cor Eq Instl (FTSIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com