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KESGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$16.52
Change
-$0.20 (-1.20%)
Net Assets
66.04M

KESGX Kennedy Capital ESG SMID Cap I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small and mid capitalization companies. The Advisor’s investment decisions for the fund are made primarily on the basis of bottom-up, fundamental research, integrated with an analysis of a company’s environmental, social and governance (“ESG”) characteristics. ESG factors are considered on both an inclusionary and exclusionary basis.

Market Cap

The average market capitalization across the Kennedy Capital ESG SMID Cap I MF is 10.05B. The market cap for tickers in the group ranges from 1.1B to 20.13B. TDY holds the highest valuation in this group at 20.13B. The lowest valued company is THR at 1.1B.

Volume

The average weekly volume growth across all stocks in the Kennedy Capital ESG SMID Cap I MF was 2%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -6%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 51
Price Growth Rating: 50
SMR Rating: 67
Profit Risk Rating: 36
Seasonality Score: 41 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A
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KESGX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KESGX
1D Price
Change %
KESGX100%
-1.20%
FTHFX - KESGX
96%
Closely correlated
-1.47%
FSSNX - KESGX
95%
Closely correlated
-1.18%
NAESX - KESGX
94%
Closely correlated
-1.13%
VSCIX - KESGX
94%
Closely correlated
-1.13%
VSMAX - KESGX
94%
Closely correlated
-1.13%
More