PEVAX PACE Small/Medium Co Value Equity A Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

Industry description

The investment seeks capital appreciation. The fund invests primarily in stocks of companies that are believed to be undervalued or overlooked in the marketplace. Under normal circumstances, it invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by small/medium capitalization companies. The fund may invest up to 10% of its total assets in non-U.S. securities, which may trade either within or outside the U.S.

Market Cap

The average market capitalization across the PACE Small/Medium Co Value Equity A MF is 12.01B. The market cap for tickers in the group ranges from 1.23B to 30.15B. TPR holds the highest valuation in this group at 30.15B. The lowest valued company is THS at 1.23B.

Volume

The average weekly volume growth across all stocks in the PACE Small/Medium Co Value Equity A MF was -19%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 213%

Fundamental Analysis Ratings

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

Valuation Rating: 71

P/E Growth Rating: 38

Price Growth Rating: 41

SMR Rating: 44

Profit Risk Rating: 48

Seasonality Score: 0 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

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PEVAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PEVAX has been closely correlated with VSIIX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if PEVAX jumps, then VSIIX could also see price increases.

Ticker / NAME	Correlation To PEVAX	1D Price Change %
PEVAX	100%	N/A
VSIIX - PEVAX	96% Closely correlated	N/A
VISVX - PEVAX	96% Closely correlated	N/A
VSIAX - PEVAX	96% Closely correlated	N/A
DFFVX - PEVAX	95% Closely correlated	+0.19%
DFSVX - PEVAX	95% Closely correlated	+0.22%
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