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QRSAX FPA Queens Road Small Cap Value Advisor Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of small capitalization U.S. companies. Under normal circumstances, it will invest at least 80% of its assets (for the purpose of this requirement, net assets include net assets plus any borrowings for investment purposes) in equity securities of companies with small market capitalization.

Market Cap

The average market capitalization across the FPA Queens Road Small Cap Value Advisor MF is 6.61B. The market cap for tickers in the group ranges from 2.48B to 9.88B. SNX holds the highest valuation in this group at 9.88B. The lowest valued company is IDCC at 2.48B.

Volume

The average weekly volume growth across all stocks in the FPA Queens Road Small Cap Value Advisor MF was 21%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 56
Price Growth Rating: 50
SMR Rating: 44
Profit Risk Rating: 30
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Bragg Capital Trust100 Queens RoadCharlotte
Phone
N/A
Web
www.queensroadfunds.com
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QRSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QRSAX has been closely correlated with DFFVX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if QRSAX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QRSAX
1D Price
Change %
QRSAX100%
+1.35%
DFFVX - QRSAX
93%
Closely correlated
+1.73%
DFSVX - QRSAX
93%
Closely correlated
+1.63%
SSGSX - QRSAX
91%
Closely correlated
+1.60%
VISVX - QRSAX
91%
Closely correlated
+1.65%
VSIAX - QRSAX
91%
Closely correlated
+1.66%
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