MOTBX MainStay WMC Small Companies B Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Industry description

The investment seeks long term growth of capital. The fund invests, under normal circumstances, at least 80% of its assets (net assets plus any borrowings for investment purposes) in the securities of U.S. companies with market capitalizations at the time of investment that are similar to the market capitalizations of companies within the collective range of the Russell 2000® Index and Russell Microcap Index. It may also invest up to 10% of its net assets in securities of foreign issuers.

Market Cap

The average market capitalization across the MainStay WMC Small Companies B MF is 3.22B. The market cap for tickers in the group ranges from 966.14M to 9.02B. BWXT holds the highest valuation in this group at 9.02B. The lowest valued company is TILE at 966.14M.

Volume

The average weekly volume growth across all stocks in the MainStay WMC Small Companies B MF was -13%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 139%

Fundamental Analysis Ratings

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

Valuation Rating: 80

P/E Growth Rating: 53

Price Growth Rating: 39

SMR Rating: 58

Profit Risk Rating: 52

Seasonality Score: 2 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Fundamentals

Details

	1 Day
SSUAX	16.58	0.22	+1.34%
Guggenheim Small Cap Value A
WFINX	52.93	N/A	N/A
Allspring Index C
GSAOX	15.77	N/A	N/A
Goldman Sachs Small Cap Gr Insghts A
FDEIX	23.98	-0.08	-0.33%
Fidelity Advisor Capital Development I
AIOCX	8.31	-0.07	-0.84%
American Century International Opps C

MOTBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MOTBX has been closely correlated with FSSNX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if MOTBX jumps, then FSSNX could also see price increases.

Ticker / NAME	Correlation To MOTBX	1D Price Change %
MOTBX	100%	+1.01%
FSSNX - MOTBX	88% Closely correlated	+1.25%
VSCIX - MOTBX	86% Closely correlated	+1.02%
NAESX - MOTBX	86% Closely correlated	+1.02%
VSCPX - MOTBX	86% Closely correlated	+1.02%
VSMAX - MOTBX	85% Closely correlated	+1.03%