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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 -30%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 49
Price Growth Rating: 50
SMR Rating: 29
Profit Risk Rating: 33
Seasonality Score: 20 (-100 ... +100)
View a ticker or compare two or three
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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 indicates that over the last year, MXTFX has been closely correlated with SSGSX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if MXTFX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MXTFX
1D Price
Change %
MXTFX100%
-0.93%
SSGSX - MXTFX
84%
Closely correlated
-1.01%
ASVRX - MXTFX
81%
Closely correlated
-0.71%
VSCAX - MXTFX
77%
Closely correlated
-1.69%
DFSVX - MXTFX
26%
Poorly correlated
-0.76%
DFFVX - MXTFX
25%
Poorly correlated
-0.83%
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