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GCSVX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$10.97
Change
-$0.11 (-0.99%)
Net Assets
41.62M

GCSVX Geneva SMID Cap Growth Institutional Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The fund invests, under normal market conditions, in common stocks of publicly traded companies that the adviser believes demonstrate, at the time of a stock’s purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. Under normal circumstances, the fund invests at least 80% of its net assets in small- and mid-cap companies.

Market Cap

The average market capitalization across the Geneva SMID Cap Growth Institutional MF is 26.28B. The market cap for tickers in the group ranges from 4.76B to 55.83B. CPRT holds the highest valuation in this group at 55.83B. The lowest valued company is EXPO at 4.76B.

Volume

The average weekly volume growth across all stocks in the Geneva SMID Cap Growth Institutional MF was 12%. For the same stocks of the MF, the average monthly volume growth was 3% 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: 84
P/E Growth Rating: 40
Price Growth Rating: 40
SMR Rating: 46
Profit Risk Rating: 21
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Series Portfolios Trust615 East Michigan StreetMilwaukee
Phone
(414) 765-6620
Web
N/A
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GCSVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GCSVX has been closely correlated with PMAQX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if GCSVX jumps, then PMAQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GCSVX
1D Price
Change %
GCSVX100%
N/A
PMAQX - GCSVX
88%
Closely correlated
-1.03%
PEMGX - GCSVX
88%
Closely correlated
-1.03%
JDMAX - GCSVX
76%
Closely correlated
-0.61%
TRQZX - GCSVX
75%
Closely correlated
-0.91%
JDMRX - GCSVX
74%
Closely correlated
-0.62%
More