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PVCIX Palm Valley Capital Institutional Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term total return... Show more

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

Industry description

The investment seeks to achieve long-term total return. To achieve its investment objective the fund invests primarily in a portfolio of small capitalization ("small‑cap") common stocks. It will invest primarily in U.S. common stocks of small-cap companies. The fund primarily owns common stocks, but may also invest in equity securities of real estate investment trusts ("REITs"), securities of companies involved in mining or related precious metals industries, convertible securities, and U.S. government obligations. To manage risk, the Adviser uses a flexible and opportunistic approach to the fund's cash position.

Market Cap

The average market capitalization across the Palm Valley Capital Institutional MF is 4.74B. The market cap for tickers in the group ranges from 572.86M to 6.42B. DOX holds the highest valuation in this group at 6.42B. The lowest valued company is KELYA at 572.86M.

Volume

The average weekly volume growth across all stocks in the Palm Valley Capital Institutional MF was 0%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

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

Valuation Rating: 20
P/E Growth Rating: 50
Price Growth Rating: 55
SMR Rating: 75
Profit Risk Rating: 100
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Series Portfolios Trust615 East Michigan StreetMilwaukee
Phone
(414) 765-6620
Web
N/A
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PVCIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PVCIX has been loosely correlated with ASVRX. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if PVCIX jumps, then ASVRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PVCIX
1D Price
Change %
PVCIX100%
N/A
ASVRX - PVCIX
61%
Loosely correlated
+0.89%
VSCAX - PVCIX
57%
Loosely correlated
N/A
SSGSX - PVCIX
56%
Loosely correlated
N/A
VISVX - PVCIX
40%
Loosely correlated
N/A
VSIAX - PVCIX
40%
Loosely correlated
N/A
More
Palm Valley Capital Institutional (PVCIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com