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JASCX James Small Cap Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the fund will principally invest in are common stocks, preferred stocks and exchange traded funds ("ETFs") that invest primarily in equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowing for investment purposes, if any) in equity securities of small capitalization companies.

Market Cap

The average market capitalization across the James Small Cap MF is 7.27B. The market cap for tickers in the group ranges from 1.74B to 24.16B. DECK holds the highest valuation in this group at 24.16B. The lowest valued company is CNXN at 1.74B.

Volume

The average weekly volume growth across all stocks in the James Small Cap MF was 45%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was -40%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 41
Price Growth Rating: 45
SMR Rating: 43
Profit Risk Rating: 11
Seasonality Score: 7 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
James Advantage FundsP.O. Box 8Alpha
Phone
N/A
Web
www.jamesfunds.com
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JASCX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JASCX
1D Price
Change %
JASCX100%
+1.20%
VISVX - JASCX
95%
Closely correlated
+1.65%
VSIAX - JASCX
95%
Closely correlated
+1.66%
VSIIX - JASCX
95%
Closely correlated
+1.66%
DFFVX - JASCX
95%
Closely correlated
+1.73%
DFSVX - JASCX
94%
Closely correlated
+1.63%
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