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OWLLX
Mutual Fund ticker: NASDAQ
AS OF
Apr 23 closing price
Price
$8.88
Change
+$0.13 (+1.49%)
Net Assets
7.3M

OWLLX Channing Intrinsic Value Sm-Cp Instl Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small cap companies. The adviser currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000® Value Index.

Market Cap

The average market capitalization across the Channing Intrinsic Value Sm-Cp Instl MF is 6.21B. The market cap for tickers in the group ranges from 3.73B to 11.77B. XPO holds the highest valuation in this group at 11.77B. The lowest valued company is BDC at 3.73B.

Volume

The average weekly volume growth across all stocks in the Channing Intrinsic Value Sm-Cp Instl MF was 28%. For the same stocks of the MF, the average monthly volume growth was 73% and the average quarterly volume growth was 78%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 70
Price Growth Rating: 67
SMR Rating: 48
Profit Risk Rating: 32
Seasonality Score: -1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Valued Advisers Trust2960 N MERIDIAN STREET STE 300Indianapolis
Phone
N/A
Web
N/A
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OWLLX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OWLLX
1D Price
Change %
OWLLX100%
N/A
NAESX - OWLLX
97%
Closely correlated
N/A
VSMAX - OWLLX
97%
Closely correlated
N/A
VSCPX - OWLLX
97%
Closely correlated
N/A
VSCIX - OWLLX
97%
Closely correlated
N/A
FSSNX - OWLLX
96%
Closely correlated
N/A
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