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QRSIX FPA Queens Road Small Cap Value Instl 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 Instl MF is 6.64B. 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 Instl MF was 384%. For the same stocks of the MF, the average monthly volume growth was 364% and the average quarterly volume growth was 385%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 50
Price Growth Rating: 51
SMR Rating: 45
Profit Risk Rating: 26
Seasonality Score: -4 (-100 ... +100)
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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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QRSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QRSIX has been closely correlated with DFFVX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if QRSIX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To QRSIX
1D Price
Change %
QRSIX100%
-0.90%
DFFVX - QRSIX
94%
Closely correlated
-1.31%
DFSVX - QRSIX
93%
Closely correlated
-1.36%
VISVX - QRSIX
91%
Closely correlated
-0.85%
VSIAX - QRSIX
91%
Closely correlated
-0.85%
VSIIX - QRSIX
91%
Closely correlated
-0.87%
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