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

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 6.33B. 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 -1%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 705%

Fundamental Analysis Ratings

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

Valuation Rating: 67

P/E Growth Rating: 38

Price Growth Rating: 50

SMR Rating: 52

Profit Risk Rating: 30

Seasonality Score: -5 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
TLVAX	24.72	0.08	+0.32%
Timothy Plan Large/Mid Cap Value A
FFMMX	55.54	0.15	+0.27%
American Funds American Mutual 529-F-2
VYCFX	23.62	-0.01	-0.04%
Voya Corporate Leaders 100 R
CHTRX	19.36	-0.08	-0.41%
Invesco Charter A
BRKAX	13.73	-0.06	-0.44%
MFS Blended Research Em Mkts Eq A

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.

Ticker / NAME	Correlation To QRSAX	1D Price Change %
QRSAX	100%	+0.86%
DFFVX - QRSAX	93% Closely correlated	+1.63%
DFSVX - QRSAX	92% Closely correlated	+1.74%
VISVX - QRSAX	90% Closely correlated	+1.22%
VSIAX - QRSAX	90% Closely correlated	+1.22%
VSIIX - QRSAX	90% Closely correlated	+1.22%
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