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FTXNX FullerThaler Behavioral Sm-Cp Gr Inv Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Nutanix (NASDAQ:NTNX), Abercrombie & Fitch Co (NYSE:ANF).

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 small capitalization ("small-cap") companies based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs").

Market Cap

The average market capitalization across the FullerThaler Behavioral Sm-Cp Gr Inv MF is 15.49B. The market cap for tickers in the group ranges from 3.83B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is TRIP at 3.83B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behavioral Sm-Cp Gr Inv MF was -55%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 71
Price Growth Rating: 54
SMR Rating: 56
Profit Risk Rating: 41
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WFILX56.980.01
+0.02%
Allspring Index A
JLVMX22.78N/A
N/A
JPMorgan Large Cap Value R6
BSVAX10.97N/A
N/A
BlackRock Sustainable US Value Eq Inv A
ABVYX19.98-0.01
-0.05%
AB Large Cap Value Advisor
EPIVX10.55-0.09
-0.85%
EuroPac International Value A

FTXNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTXNX has been closely correlated with WCMNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTXNX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTXNX
1D Price
Change %
FTXNX100%
-0.69%
WCMNX - FTXNX
96%
Closely correlated
-0.86%
WCMLX - FTXNX
96%
Closely correlated
-0.85%
VISGX - FTXNX
89%
Closely correlated
-0.60%
VSGIX - FTXNX
89%
Closely correlated
-0.59%
VSGAX - FTXNX
89%
Closely correlated
-0.59%
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