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FTZIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
55.61M

FTZIX Fuller & Thaler Behavrl Uncnstd Eq Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Lam Research Corp (NASDAQ:LRCX), Capital One Financial (NASDAQ:COF), eBay (NASDAQ:EBAY), Synchrony Financial (NASDAQ: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 Fuller & Thaler Behavrl Uncnstd Eq MF is 98.07B. The market cap for tickers in the group ranges from 11.89B to 95.21B. LRCX holds the highest valuation in this group at 95.21B. The lowest valued company is ZBRA at 11.89B.

Volume

The average weekly volume growth across all stocks in the Fuller & Thaler Behavrl Uncnstd Eq MF was -10%. For the same stocks of the MF, the average monthly volume growth was -16% 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: 65
P/E Growth Rating: 53
Price Growth Rating: 37
SMR Rating: 27
Profit Risk Rating: 41
Seasonality Score: 17 (-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
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FTZIX and

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%
+0.18%
FSMDX - FTZIX
96%
Closely correlated
+0.46%
FSMAX - FTZIX
89%
Closely correlated
+0.68%
VSEMX - FTZIX
87%
Closely correlated
+0.69%
VMCIX - FTZIX
85%
Closely correlated
+0.43%
VIMAX - FTZIX
85%
Closely correlated
+0.43%
More