QRSIX FPA Queens Road Small Cap Value Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Small Value

Interact to see
Advertisement

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 9.22B. The market cap for tickers in the group ranges from 3.66B to 20.11B. SNX holds the highest valuation in this group at 20.11B. The lowest valued company is PVH at 3.66B.

Volume

The average weekly volume growth across all stocks in the FPA Queens Road Small Cap Value Instl MF was -34%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -29%

Fundamental Analysis Ratings

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

Valuation Rating: 57

P/E Growth Rating: 40

Price Growth Rating: 49

SMR Rating: 51

Profit Risk Rating: 53

Seasonality Score: 33 (-100 ... +100)

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Details

	1 Day
GSITX	72.87	0.10	+0.14%
Goldman Sachs Small Cp Val Insghts Instl
CRRVX	10.68	N/A	N/A
Columbia Real Estate Equity Inst2
SMCFX	86.03	-0.08	-0.09%
American Funds SMALLCAP World F-2
LMPRX	84.15	-0.73	-0.86%
ClearBridge Growth R
HSRUX	32.41	-0.38	-1.16%
Carillon Eagle Small Cap Growth R6

QRSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, QRSIX has been closely correlated with SSGSX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if QRSIX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To QRSIX	1D Price Change %
QRSIX	100%	+0.64%
SSGSX - QRSIX	91% Closely correlated	+0.21%
ASVRX - QRSIX	86% Closely correlated	+0.19%
VSCAX - QRSIX	81% Closely correlated	-0.22%
VSIIX - QRSIX	28% Poorly correlated	+0.35%
VSIAX - QRSIX	28% Poorly correlated	+0.34%
More