MENU

FTZIX FullerThaler Behavrl Uncnstd Eq Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Blend
Interact to see
Advertisement
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 Behavrl Uncnstd Eq MF is 104.25B. The market cap for tickers in the group ranges from 13.21B to 363.78B. AMAT holds the highest valuation in this group at 363.78B. The lowest valued company is COKE at 13.21B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behavrl Uncnstd Eq MF was -12%. For the same stocks of the MF, the average monthly volume growth was -46% and the average quarterly volume growth was -21%

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: 34
Price Growth Rating: 34
SMR Rating: 24
Profit Risk Rating: 39
Seasonality Score: -41 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSEIX62.22-0.50
-0.80%
Nuveen Mid Cap Value Opportunities I
BMSVX17.86-0.18
-1.00%
MFS Blended Research Mid Cap Eq R4
COMSX30.58-0.31
-1.00%
DWS Digital Horizons S
GDSTX33.50-0.39
-1.15%
Goldman Sachs Small Cap Eq Insghts Inv
RPTIX102.16-1.42
-1.37%
T. Rowe Price Mid-Cap Growth I

FTZIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTZIX 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 FTZIX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTZIX
1D Price
Change %
FTZIX100%
N/A
FSMDX - FTZIX
96%
Closely correlated
-0.91%
FSMAX - FTZIX
89%
Closely correlated
-1.37%
VIEIX - FTZIX
86%
Closely correlated
-1.37%
VEXMX - FTZIX
86%
Closely correlated
-1.37%
VEXAX - FTZIX
86%
Closely correlated
-1.37%
More
FullerThaler Behavrl Uncnstd Eq (FTZIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com