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RPFIX Royce Premier Instl Forecast, Technical & Fundamental Analysis

Category SmallBlend
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 in a limited number (generally less than 100) of equity securities of primarily small-cap companies at the time of investment. Normally, the fund invests at least 80% of its net assets in equity securities of such premier companies. At least 65% of these securities will be issued by small-cap companies at the time of investment.

Market Cap

The average market capitalization across the Royce Premier Instl MF is 8.36B. The market cap for tickers in the group ranges from 3.21B to 15.25B. RS holds the highest valuation in this group at 15.25B. The lowest valued company is IOSP at 3.21B.

Volume

The average weekly volume growth across all stocks in the Royce Premier Instl MF was -22%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 52%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 55
Price Growth Rating: 53
SMR Rating: 61
Profit Risk Rating: 35
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, RPFIX has been closely correlated with VSCIX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if RPFIX jumps, then VSCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RPFIX
1D Price
Change %
RPFIX100%
-0.25%
VSCIX - RPFIX
89%
Closely correlated
+0.05%
VSMAX - RPFIX
89%
Closely correlated
+0.05%
VSCPX - RPFIX
89%
Closely correlated
+0.06%
NAESX - RPFIX
89%
Closely correlated
+0.05%
FSSNX - RPFIX
89%
Closely correlated
+0.04%