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IMPAX ERShares US Small Cap™ Inst Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund seeks investment results that exceed the performance, before fees and expenses, of the Russell 2000® Index. It will invest at least 80% of its assets in equity securities of small capitalization companies domiciled or headquartered within the United States, or whose primary business activities or principal trading markets are located within the United States ("Entrepreneurial Companies"). The manager defines small capitalization companies as those with market capitalizations below that of the largest member of the Russell 2000 Index at the time of initial purchase.

Market Cap

The average market capitalization across the ERShares US Small Cap™ Inst MF is 10.79B. The market cap for tickers in the group ranges from 2.11B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is AMPH at 2.11B.

Volume

The average weekly volume growth across all stocks in the ERShares US Small Cap™ Inst MF was 18%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 82%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 74
Price Growth Rating: 50
SMR Rating: 56
Profit Risk Rating: 53
Seasonality Score: -25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
EntrepreneurShares Series TrustC/O WESTON CAPITAL ADVISORS, LLCWellesley Hills
Phone
(781) 239-4446
Web
www.ershares.com
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IMPAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IMPAX has been closely correlated with WCMNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if IMPAX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IMPAX
1D Price
Change %
IMPAX100%
+0.17%
WCMNX - IMPAX
96%
Closely correlated
-0.15%
WCMLX - IMPAX
96%
Closely correlated
-0.15%
VSGIX - IMPAX
91%
Closely correlated
-0.05%
VISGX - IMPAX
91%
Closely correlated
-0.05%
VEXPX - IMPAX
91%
Closely correlated
+0.05%
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