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RMBMX RMB SMID Cap I Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies with small- to-mid- market capitalizations. For this purpose, the Adviser defines a small-to-medium capitalization company as a company that has a market capitalization of between $500 million and $40.02 billion at the time of purchase.

Market Cap

The average market capitalization across the RMB SMID Cap I MF is 25.02B. The market cap for tickers in the group ranges from 6.62B to 55.83B. CPRT holds the highest valuation in this group at 55.83B. The lowest valued company is PNFP at 6.62B.

Volume

The average weekly volume growth across all stocks in the RMB SMID Cap I MF was 4%. For the same stocks of the MF, the average monthly volume growth was 43% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 33
Price Growth Rating: 44
SMR Rating: 35
Profit Risk Rating: 14
Seasonality Score: -33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Burnham Investors Trust1325 Avenue Of The Americas 26th FloorNew York
Phone
212-603-7510
Web
www.burnhamfunds.com
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RMBMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RMBMX has been closely correlated with FSMAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if RMBMX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RMBMX
1D Price
Change %
RMBMX100%
+0.15%
FSMAX - RMBMX
93%
Closely correlated
+0.04%
TRQZX - RMBMX
76%
Closely correlated
-0.08%
RPTIX - RMBMX
75%
Closely correlated
-0.07%
RPMGX - RMBMX
75%
Closely correlated
-0.08%
PAMCX - RMBMX
75%
Closely correlated
-0.08%
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