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GWEZX AMG GW&K Small Cap Core Z Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small-capitalization companies. The fund invests in an unrestricted opportunity set, pursuing what the manager believes to be quality companies with either growth- or value-oriented characteristics.

Market Cap

The average market capitalization across the AMG GW&K Small Cap Core Z MF is 8.34B. The market cap for tickers in the group ranges from 5.56B to 13.21B. TXRH holds the highest valuation in this group at 13.21B. The lowest valued company is SPXC at 5.56B.

Volume

The average weekly volume growth across all stocks in the AMG GW&K Small Cap Core Z MF was 40%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 77%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 67
Price Growth Rating: 48
SMR Rating: 49
Profit Risk Rating: 26
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
AMG FundsOne Stamford Plaza, 263 Tresser Boulevard, Suite 949Stamford
Phone
800.835.3879
Web
www.amgfunds.com
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GWEZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, GWEZX has been closely correlated with FTHFX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if GWEZX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To GWEZX
1D Price
Change %
GWEZX100%
-1.53%
FTHFX - GWEZX
94%
Closely correlated
-0.98%
VSCIX - GWEZX
43%
Loosely correlated
-1.07%
NAESX - GWEZX
43%
Loosely correlated
-1.06%
VSCPX - GWEZX
42%
Loosely correlated
-1.07%
VSMAX - GWEZX
42%
Loosely correlated
-1.06%
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