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PVCMX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
251.36M

PVCMX Palm Valley Capital Investor Forecast, Technical & Fundamental Analysis

Category SmallValue
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 Investor MF is 4.98B. The market cap for tickers in the group ranges from 2.62B to 10.61B. DOX holds the highest valuation in this group at 10.61B. The lowest valued company is AVA at 2.62B.

Volume

The average weekly volume growth across all stocks in the Palm Valley Capital Investor MF was -65%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 58
Price Growth Rating: 50
SMR Rating: 76
Profit Risk Rating: 73
Seasonality Score: -23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PVCMX has been loosely correlated with WCMFX. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if PVCMX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PVCMX
1D Price
Change %
PVCMX100%
N/A
WCMFX - PVCMX
47%
Loosely correlated
N/A
WCMJX - PVCMX
47%
Loosely correlated
N/A
DFFVX - PVCMX
33%
Loosely correlated
N/A
DFSVX - PVCMX
33%
Poorly correlated
N/A
VSIIX - PVCMX
28%
Poorly correlated
N/A
More