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FTVSX
AS OF
Jul 11 closing price
Price
$35.23
Change
-$0.33 (-0.93%)
Net Assets
411.24M
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FTVSX
Mutual Fund ticker: NASDAQ
AS OF
Jul 11 closing price
Price
$35.23
Change
-$0.33 (-0.93%)
Net Assets
411.24M

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

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

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Dollar General Corp (NYSE:DG), Synchrony Financial (NYSE:SYF), 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 23.53B. The market cap for tickers in the group ranges from 7.01B to 41.32B. FIS holds the highest valuation in this group at 41.32B. 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 17%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 50
Price Growth Rating: 34
SMR Rating: 39
Profit Risk Rating: 66
Seasonality Score: 42 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTVSX
1D Price
Change %
FTVSX100%
-0.93%
MVCAX - FTVSX
93%
Closely correlated
-0.66%
VMVAX - FTVSX
90%
Closely correlated
-0.63%
JVMRX - FTVSX
89%
Closely correlated
-0.72%
VMVIX - FTVSX
89%
Closely correlated
-0.65%
JVMIX - FTVSX
84%
Closely correlated
-0.72%
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