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ROFIX Royce Small-Cap Opportunity Instl Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term growth of capital. The fund’s investment adviser invests the fund’s assets primarily in equity securities of small-cap companies in an attempt to take advantage of what the adviser believes are opportunistic situations for undervalued securities. It invests at least 80% of its net assets in securities of small-cap companies, under normal circumstances. It may invest in other investment companies that invest in equity securities.

Market Cap

The average market capitalization across the Royce Small-Cap Opportunity Instl MF is 2.82B. The market cap for tickers in the group ranges from 500.92M to 8.75B. CRS holds the highest valuation in this group at 8.75B. The lowest valued company is SRI at 500.92M.

Volume

The average weekly volume growth across all stocks in the Royce Small-Cap Opportunity Instl MF was 8%. For the same stocks of the MF, the average monthly volume growth was 81% and the average quarterly volume growth was 60%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 42
Price Growth Rating: 50
SMR Rating: 83
Profit Risk Rating: 57
Seasonality Score: 45 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Royce Fund745 Fifth AvenueNew York
Phone
(212) 508-4546
Web
www.roycefunds.com
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ROFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ROFIX has been closely correlated with DFFVX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if ROFIX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ROFIX
1D Price
Change %
ROFIX100%
-1.40%
DFFVX - ROFIX
94%
Closely correlated
-0.83%
DFSVX - ROFIX
94%
Closely correlated
-0.76%
VISVX - ROFIX
93%
Closely correlated
-0.68%
VSIAX - ROFIX
93%
Closely correlated
-0.67%
VSIIX - ROFIX
93%
Closely correlated
-0.68%
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