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PFSVX iMGP Small Company Fund Instl Cl Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term... Show more

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

Notable companies

The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD).

Industry description

The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund invests in the securities of smaller companies that the sub-advisors to the fund (each a “manager” or “sub-advisor”) believe have strong appreciation potential. Under normal market conditions, the fund invests at least 80% of its net assets, in securities of small‑sized U.S. companies, as measured by market capitalization at the time of acquisition. The manager may invest up to 15% of its net assets in the securities of foreign companies, including those located in emerging markets.

Market Cap

The average market capitalization across the iMGP Small Company Fund Instl Cl MF is 8.14B. The market cap for tickers in the group ranges from 3.12B to 12.44B. MOD holds the highest valuation in this group at 12.44B. The lowest valued company is REVG at 3.12B.

Volume

The average weekly volume growth across all stocks in the iMGP Small Company Fund Instl Cl MF was 5%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 27
Price Growth Rating: 47
SMR Rating: 62
Profit Risk Rating: 44
Seasonality Score: 33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Masters Select Funds Trust2020 E. Financial Way, Suite 100Glendora
Phone
6268521033
Web
www.mastersfunds.com
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PFSVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PFSVX has been closely correlated with VSMAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFSVX jumps, then VSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFSVX
1D Price
Change %
PFSVX100%
+0.25%
VSMAX - PFSVX
92%
Closely correlated
-0.21%
NAESX - PFSVX
92%
Closely correlated
-0.20%
VSCPX - PFSVX
92%
Closely correlated
-0.21%
VSCIX - PFSVX
92%
Closely correlated
-0.20%
ASVRX - PFSVX
89%
Closely correlated
+0.19%
More
iMGP Small Company Fund Instl Cl (PFSVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com