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RCMFX
Mutual Fund ticker: NASDAQ
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RCMFX price forecast, quote, news & analysis

Category: @Mid-Cap Blend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Mastercard (NYSE:MA), Schlumberger Limited (NYSE:SLB), Pioneer Natural Resource Co (null:PXD).

Industry description

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (which include common stocks, preferred stocks and securities convertible into common stocks). It may invest in the securities of companies of any size, regardless of market capitalization. The fund may also invest in exchange-traded funds ("ETFs") if the Adviser believes it is advisable to expose the fund to the broad market or to broad market sectors or to hedge against market risk without purchasing a large number of individual securities. The fund is non-diversified.

Market Cap

The average market capitalization across the Schwartz Value Focused MF is 89.31B. The market cap for tickers in the group ranges from 3.38B to 634.15B. BRK.A holds the highest valuation in this group at 634.15B. The lowest valued company is JOE at 3.38B.

Volume

The average weekly volume growth across all stocks in the Schwartz Value Focused MF was -28%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 46%

Fundamental Analysis Ratings

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

Valuation Rating: 84
P/E Growth Rating: 49
Price Growth Rating: 49
SMR Rating: 48
Profit Risk Rating: 28
Seasonality Score: 43 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
C/O Ultimus Fund Solutions, LLC135 Merchant Street, Suite 230Cincinnati
Phone
5135873405
Web
www.schwartzvaluefund.com