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PAPPX Papp Small & Mid-Cap Growth Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks of small capitalization ("small-cap") and mid-capitalization ("mid-cap") companies. There is no minimum percentage of assets that must be invested in either small or mid-cap issuers and the fund may be invested substantially in either small-cap or mid-cap issuers when the Adviser believes such focus is warranted.

Market Cap

The average market capitalization across the Papp Small & Mid-Cap Growth MF is 33.24B. The market cap for tickers in the group ranges from 7.89B to 66.71B. ORLY holds the highest valuation in this group at 66.71B. The lowest valued company is RBC at 7.89B.

Volume

The average weekly volume growth across all stocks in the Papp Small & Mid-Cap Growth MF was 10%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 34%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 48
Price Growth Rating: 49
SMR Rating: 46
Profit Risk Rating: 31
Seasonality Score: -38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Papp Investment Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
513-587-3400
Web
www.pappmutualfunds.com
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PAPPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PAPPX has been closely correlated with FSMAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAPPX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PAPPX
1D Price
Change %
PAPPX100%
-0.88%
FSMAX - PAPPX
93%
Closely correlated
-0.72%
TRQZX - PAPPX
84%
Closely correlated
-0.69%
RPTIX - PAPPX
84%
Closely correlated
-0.70%
RPMGX - PAPPX
84%
Closely correlated
-0.70%
RRMGX - PAPPX
83%
Closely correlated
-0.70%
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