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PENNX Royce Small-Cap Fund Invmt Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets in equity securities of such small-cap companies, under normal circumstances. Although the fund generally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries. The fund may invest in other investment companies that invest in equity securities.

Market Cap

The average market capitalization across the Royce Small-Cap Fund Invmt MF is 10.02B. The market cap for tickers in the group ranges from 3.21B to 25.05B. BLDR holds the highest valuation in this group at 25.05B. The lowest valued company is IOSP at 3.21B.

Volume

The average weekly volume growth across all stocks in the Royce Small-Cap Fund Invmt MF was -4%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 49
Price Growth Rating: 47
SMR Rating: 56
Profit Risk Rating: 38
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Royce Fund745 Fifth AvenueNew York
Phone
(212) 508-4546
Web
www.roycefunds.com
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PENNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PENNX has been closely correlated with VSCIX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if PENNX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PENNX
1D Price
Change %
PENNX100%
+1.45%
VSCIX - PENNX
94%
Closely correlated
+1.54%
VSCPX - PENNX
94%
Closely correlated
+1.54%
VSMAX - PENNX
94%
Closely correlated
+1.54%
FSSNX - PENNX
94%
Closely correlated
+1.83%
FTHFX - PENNX
93%
Closely correlated
+1.18%
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