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FTZIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$52.64
Change
-$0.54 (-1.02%)
Net Assets
134.72M

FTZIX price forecast, quote, news & analysis

Category: @Mid-Cap Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lam Research Corp (NASDAQ:LRCX), eBay (NASDAQ:EBAY), Synchrony Financial (NYSE:SYF).

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 Behavrl Uncnstd Eq MF is 52.1B. The market cap for tickers in the group ranges from 7.23B to 127.38B. LRCX holds the highest valuation in this group at 127.38B. The lowest valued company is ALSN at 7.23B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behavrl Uncnstd Eq MF was 13%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was -2%

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: 42
Price Growth Rating: 36
SMR Rating: 25
Profit Risk Rating: 24
Seasonality Score: -1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

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