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GQSIX Glenmede Disciplined U.S. Sm Cp Eq Instl Forecast, Technical & Fundamental Analysis

The investment seeks maximum long-term total return consistent with reasonable risk to principal... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

Industry description

The investment seeks maximum long-term total return consistent with reasonable risk to principal. Under normal market circumstances, the Portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in common stocks of small cap companies tied economically to the U.S. The Advisor uses proprietary multi-factor computer models to select stocks that the models identify as undervalued. These computer models rank securities based on certain criteria, including price in relation to earnings, cash flow and assets, and material sustainability-related criteria.

Market Cap

The average market capitalization across the Glenmede Disciplined U.S. Sm Cp Eq Instl MF is 3.54B. The market cap for tickers in the group ranges from 1.54B to 7.61B. TXG holds the highest valuation in this group at 7.61B. The lowest valued company is HG at 1.54B.

Volume

The average weekly volume growth across all stocks in the Glenmede Disciplined U.S. Sm Cp Eq Instl MF was -11%. For the same stocks of the MF, the average monthly volume growth was -11% 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: 53
P/E Growth Rating: 51
Price Growth Rating: 44
SMR Rating: 56
Profit Risk Rating: 62
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Glenmede Fund IncOne Liberty Place, 1650 Market Street Ste 1200Philadelphia
Phone
N/A
Web
www.glenmede.com
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GQSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GQSIX has been closely correlated with DFFVX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if GQSIX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GQSIX
1D Price
Change %
GQSIX100%
-0.05%
DFFVX - GQSIX
90%
Closely correlated
N/A
DFSVX - GQSIX
90%
Closely correlated
N/A
VSIAX - GQSIX
89%
Closely correlated
N/A
VSIIX - GQSIX
89%
Closely correlated
N/A
VISVX - GQSIX
89%
Closely correlated
N/A