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MXTFX Empower Small Cap Value Instl Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth. The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small capitalization (“small cap”) companies. For purposes of the 80% policy, the manager considers small cap companies to be those whose market capitalization falls within the range of the Russell 2000 ® Value Index at the time of initial purchase.

Market Cap

The average market capitalization across the Empower Small Cap Value Instl MF is 6.18B. The market cap for tickers in the group ranges from 2.07B to 10.63B. CLH holds the highest valuation in this group at 10.63B. The lowest valued company is AGM at 2.07B.

Volume

The average weekly volume growth across all stocks in the Empower Small Cap Value Instl MF was 110%. For the same stocks of the MF, the average monthly volume growth was 136% and the average quarterly volume growth was 256%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 47
Price Growth Rating: 53
SMR Rating: 29
Profit Risk Rating: 34
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Empower Funds, Inc.8515 E Orchard RdGreenwood Village
Phone
N/A
Web
www.greatwestfunds.com
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MXTFX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that MXTFX and DFSVX have been poorly correlated (+26% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that MXTFX and DFSVX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MXTFX
1D Price
Change %
MXTFX100%
N/A
DFSVX - MXTFX
26%
Poorly correlated
-1.36%
DFFVX - MXTFX
25%
Poorly correlated
-1.31%
VISVX - MXTFX
25%
Poorly correlated
-0.85%
VSIIX - MXTFX
25%
Poorly correlated
-0.87%
VSIAX - MXTFX
24%
Poorly correlated
-0.85%
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