NWHFX Nationwide Bailard Sm Cp Val M Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not identical, to the market capitalization range of those companies found in the Russell 2000® Value Index.

Market Cap

The average market capitalization across the Nationwide Bailard Sm Cp Val M MF is 5.15B. The market cap for tickers in the group ranges from 2.58B to 11.78B. FHN holds the highest valuation in this group at 11.78B. The lowest valued company is CUBI at 2.58B.

Volume

The average weekly volume growth across all stocks in the Nationwide Bailard Sm Cp Val M MF was -24%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 145%

Fundamental Analysis Ratings

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

Valuation Rating: 51

P/E Growth Rating: 42

Price Growth Rating: 44

SMR Rating: 46

Profit Risk Rating: 62

Seasonality Score: 58 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
CSPCX	69.99	0.58	+0.84%
American Funds SMALLCAP World 529C
FVFRX	65.36	N/A	N/A
Franklin Small Cap Value R
HEOVX	20.67	N/A	N/A
Hartford Climate Opportunities R6
GSWPX	26.47	N/A	N/A
Goldman Sachs Small/Mid Cap Growth P
FEAIX	32.31	-0.56	-1.70%
First Eagle Rising Dividend Fund I

NWHFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NWHFX has been closely correlated with ASVRX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if NWHFX jumps, then ASVRX could also see price increases.

Ticker / NAME	Correlation To NWHFX	1D Price Change %
NWHFX	100%	+0.33%
ASVRX - NWHFX	97% Closely correlated	N/A
VSCAX - NWHFX	85% Closely correlated	N/A
SSGSX - NWHFX	83% Closely correlated	N/A
DFFVX - NWHFX	81% Closely correlated	+0.19%
DFSVX - NWHFX	81% Closely correlated	+0.22%
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