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MSCQX Mercer US Small/Mid Cap Equity I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide long-term total return, comprised primarily of capital appreciation. The fund invests principally in equity securities (such as common stock) issued by small-to-medium capitalization U.S. companies. It employs a "core equity" investment strategy that seeks to meet the fund's investment objective by investing in both growth- and value-oriented equity securities. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes, if any) in the equity securities of small-to-medium capitalization U.S. companies.

Market Cap

The average market capitalization across the Mercer US Small/Mid Cap Equity I MF is 16.91B. The market cap for tickers in the group ranges from 7.12B to 29.74B. AXON holds the highest valuation in this group at 29.74B. The lowest valued company is ATKR at 7.12B.

Volume

The average weekly volume growth across all stocks in the Mercer US Small/Mid Cap Equity I MF was 14%. For the same stocks of the MF, the average monthly volume growth was 43% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 51
Price Growth Rating: 47
SMR Rating: 38
Profit Risk Rating: 20
Seasonality Score: -30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Mgi Funds99 High StreetBoston
Phone
N/A
Web
www.mgifunds.com
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MSCQX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that MSCQX and VSCIX have been poorly correlated (+24% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that MSCQX and VSCIX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MSCQX
1D Price
Change %
MSCQX100%
N/A
VSCIX - MSCQX
24%
Poorly correlated
+0.05%
NAESX - MSCQX
24%
Poorly correlated
+0.05%
VSCPX - MSCQX
24%
Poorly correlated
+0.06%
VSMAX - MSCQX
24%
Poorly correlated
+0.05%
FSSNX - MSCQX
22%
Poorly correlated
+0.04%