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KGROX Kennedy Capital Small Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

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 equity securities of small capitalization companies. Equity securities include domestic common and preferred stock, American Depositary Receipts (“ADRs”), and securities of real estate investment trusts (“REITs”) and shares of investment companies, including exchange-traded funds (“ETFs”) designed to track small cap indices.

Market Cap

The average market capitalization across the Kennedy Capital Small Cap Growth Instl MF is 8.23B. The market cap for tickers in the group ranges from 4.55B to 11.53B. PFGC holds the highest valuation in this group at 11.53B. The lowest valued company is FIVN at 4.55B.

Volume

The average weekly volume growth across all stocks in the Kennedy Capital Small Cap Growth Instl MF was -50%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 84%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 44
Price Growth Rating: 55
SMR Rating: 76
Profit Risk Rating: 43
Seasonality Score: 55 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KGROX
1D Price
Change %
KGROX100%
-2.01%
VSGAX - KGROX
94%
Closely correlated
-1.57%
VISGX - KGROX
94%
Closely correlated
-1.56%
VSGIX - KGROX
94%
Closely correlated
-1.57%
VEXPX - KGROX
94%
Closely correlated
-1.74%
VEXRX - KGROX
94%
Closely correlated
-1.74%
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