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FTZAX FullerThaler Behvrll Uncnstd Eq A Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are Applied Materials (NASDAQ:AMAT), KLA Corporation (NASDAQ:KLAC), Union Pacific Corp (NYSE:UNP), eBay (NASDAQ:EBAY), Expedia Group (NASDAQ:EXPE).

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 companies of all market capitalizations 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. The fund is non-diversified.

Market Cap

The average market capitalization across the FullerThaler Behvrll Uncnstd Eq A MF is 107.44B. The market cap for tickers in the group ranges from 12.59B to 390.88B. AMAT holds the highest valuation in this group at 390.88B. The lowest valued company is COKE at 12.59B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behvrll Uncnstd Eq A MF was 23%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was -43%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 36
Price Growth Rating: 36
SMR Rating: 24
Profit Risk Rating: 40
Seasonality Score: -57 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTZAX
1D Price
Change %
FTZAX100%
+0.93%
FSMDX - FTZAX
96%
Closely correlated
N/A
FSMAX - FTZAX
89%
Closely correlated
N/A
VIEIX - FTZAX
86%
Closely correlated
+0.86%
VEXMX - FTZAX
86%
Closely correlated
+0.85%
VEXAX - FTZAX
86%
Closely correlated
+0.86%
More
FullerThaler Behvrll Uncnstd Eq A (FTZAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com