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IUSCX
Mutual Fund ticker: NASDAQ
AS OF
Apr 9 closing price
Price
$10.22
Change
+$0.97 (+10.49%)
Net Assets
160.26K

IUSCX Fisher IIG US Sm Cap Eq Forecast, Technical & Fundamental Analysis

The investment seeks to outperform, net of fees and expenses, the Russell 2000 Index (the "Benchmark")... Show more

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

Notable companies

The most notable companies in this group are Abercrombie & Fitch Co (NYSE:ANF).

Industry description

The investment seeks to outperform, net of fees and expenses, the Russell 2000 Index (the "Benchmark"). The fund seeks to achieve its objective by investing primarily in a portfolio of equity securities of small cap issuers located in the United States. Under normal circumstances, it invests at least 80% of its assets in common stocks of U.S. small cap companies. The fund's investment adviser, Fisher Asset Management, LLC (the "Adviser") considers small cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalizations of the companies appearing in the benchmark.

Market Cap

The average market capitalization across the Fisher IIG US Sm Cap Eq MF is 8.45B. The market cap for tickers in the group ranges from 2.43B to 25.05B. BLDR holds the highest valuation in this group at 25.05B. The lowest valued company is CNMD at 2.43B.

Volume

The average weekly volume growth across all stocks in the Fisher IIG US Sm Cap Eq MF was 48%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 183%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 67
Price Growth Rating: 80
SMR Rating: 52
Profit Risk Rating: 48
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Unified Series Trust225 PICTORIA DRIVE, SUITE 450CINCINNATI
Phone
N/A
Web
N/A
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IUSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, IUSCX has been closely correlated with VEXPX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if IUSCX jumps, then VEXPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IUSCX
1D Price
Change %
IUSCX100%
N/A
VEXPX - IUSCX
95%
Closely correlated
N/A
VEXRX - IUSCX
95%
Closely correlated
N/A
NRGEX - IUSCX
94%
Closely correlated
N/A
WCMLX - IUSCX
94%
Closely correlated
N/A
WCMNX - IUSCX
94%
Closely correlated
N/A
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