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FTVSX FullerThaler Behav Md-Cp Val Instl Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Synchrony Financial (NYSE:SYF), Dollar General Corp (NYSE:DG), KeyCorp (NYSE:KEY).

Industry description

The investment seeks long-term capital appreciation. 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 medium capitalization ("mid-cap") companies based in the U.S. ("80% Policy"). It may also invest a portion of its assets in real estate investment trusts ("REITs").

Market Cap

The average market capitalization across the FullerThaler Behav Md-Cp Val Instl MF is 21.26B. The market cap for tickers in the group ranges from 7.01B to 46.03B. FIS holds the highest valuation in this group at 46.03B. The lowest valued company is BERY at 7.01B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behav Md-Cp Val Instl MF was 22%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 56

P/E Growth Rating: 40

Price Growth Rating: 31

SMR Rating: 39

Profit Risk Rating: 59

Seasonality Score: 34 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Fundamentals

Details

	1 Day
FOVIX	32.41	0.48	+1.50%
First Trust/Confluence Small Cap Val I
MRGKX	60.22	0.51	+0.85%
MFS Core Equity R6
JIGAX	87.79	0.29	+0.33%
JPMorgan U.S. GARP Equity A
CRSSX	10.58	N/A	N/A
Catholic Rspnsbl Invstmnts Small-Cap Ins
EREMX	14.60	-0.02	-0.14%
Parametric Emerging Markets R6

FTVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTVSX has been closely correlated with MVCAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTVSX jumps, then MVCAX could also see price increases.

Ticker / NAME	Correlation To FTVSX	1D Price Change %
FTVSX	100%	+1.59%
MVCAX - FTVSX	93% Closely correlated	+1.56%
VMVAX - FTVSX	90% Closely correlated	+1.35%
JVMRX - FTVSX	89% Closely correlated	+1.30%
VMVIX - FTVSX	89% Closely correlated	+1.35%
JVMIX - FTVSX	84% Closely correlated	+1.30%
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