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RDVIX Royce Smid-Cap Total Return Investment Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital and current income... Show more

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

Industry description

The investment seeks long-term growth of capital and current income. Royce & Associates, LP ("Royce"), the fund's investment adviser, invests the fund's assets primarily in dividend-paying equity securities of companies with stock market capitalizations up to $15 billion that the advisor believes are trading below its estimate of their current worth. Normally, the fund invests at least 80% of its net assets in equity securities that produce dividend income to the fund, and at least 65% will be issued by companies with stock market capitalizations up to $15 billion at the time of investment.

Market Cap

The average market capitalization across the Royce Smid-Cap Total Return Investment MF is 16.17B. The market cap for tickers in the group ranges from 11B to 25.74B. HUBB holds the highest valuation in this group at 25.74B. The lowest valued company is SEIC at 11B.

Volume

The average weekly volume growth across all stocks in the Royce Smid-Cap Total Return Investment MF was 35%. For the same stocks of the MF, the average monthly volume growth was 78% and the average quarterly volume growth was 162%

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: 47
Price Growth Rating: 54
SMR Rating: 38
Profit Risk Rating: 43
Seasonality Score: 8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Details
Category
Mid-Cap Blend
Address
Royce Fund745 Fifth AvenueNew York
Phone
(212) 508-4546
Web
www.roycefunds.com
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RDVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RDVIX has been closely correlated with FSMDX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if RDVIX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RDVIX
1D Price
Change %
RDVIX100%
N/A
FSMDX - RDVIX
95%
Closely correlated
+0.19%
FSMAX - RDVIX
74%
Closely correlated
-0.55%
VEXAX - RDVIX
71%
Closely correlated
-0.55%
VIEIX - RDVIX
71%
Closely correlated
-0.55%
VEXMX - RDVIX
70%
Closely correlated
-0.55%
More
Royce Smid-Cap Total Return Investment (RDVIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com