RIVSX River Oak Discovery Forecast, Technical & Fundamental Analysis

A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund will generally hold between 30 and 40 common stocks.

Market Cap

The average market capitalization across the River Oak Discovery MF is 3.67B. The market cap for tickers in the group ranges from 832.72M to 7.56B. AIT holds the highest valuation in this group at 7.56B. The lowest valued company is BBSI at 832.72M.

Volume

The average weekly volume growth across all stocks in the River Oak Discovery MF was 153%. For the same stocks of the MF, the average monthly volume growth was 155% and the average quarterly volume growth was 193%

Fundamental Analysis Ratings

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

Valuation Rating: 64

P/E Growth Rating: 28

Price Growth Rating: 51

SMR Rating: 63

Profit Risk Rating: 30

Seasonality Score: -10 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Fundamentals

Details

	1 Day
IVFCX	3.96	N/A	N/A
Federated Hermes Intl Strat Val Div C
LEOIX	8.59	N/A	N/A
Lazard Enhanced Opportunities Instl
WFEHX	13.56	N/A	N/A
Allspring International Equity R6
LAVYX	15.92	-0.02	-0.13%
Lord Abbett Fundamental Equity I
OMSIX	59.55	-0.15	-0.25%
Invesco Main Street R6

RIVSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RIVSX has been closely correlated with FSSNX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if RIVSX jumps, then FSSNX could also see price increases.

Ticker / NAME	Correlation To RIVSX	1D Price Change %
RIVSX	100%	-1.23%
FSSNX - RIVSX	92% Closely correlated	-1.10%
VSCPX - RIVSX	92% Closely correlated	-0.68%
VSMAX - RIVSX	88% Closely correlated	-0.68%
VSCIX - RIVSX	88% Closely correlated	-0.68%
NAESX - RIVSX	88% Closely correlated	-0.68%