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RPMAX Reinhart Genesis PMV Investor Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by small and mid-capitalization companies. Its investment strategy utilizes the Adviser's proprietary Private Market Value ("PMV") methodology to determine a company's true intrinsic value, which is the amount an acquirer would be willing to pay for the entire company. The fund may invest up to 20% of its net assets in securities of real estate investment trusts and securities of other investment companies, including exchange-traded funds.

Market Cap

The average market capitalization across the Reinhart Genesis PMV Investor MF is 5.86B. The market cap for tickers in the group ranges from 1.32B to 23.62B. FCNCA holds the highest valuation in this group at 23.62B. The lowest valued company is MMI at 1.32B.

Volume

The average weekly volume growth across all stocks in the Reinhart Genesis PMV Investor MF was 19%. For the same stocks of the MF, the average monthly volume growth was 62% and the average quarterly volume growth was 103%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 53
Price Growth Rating: 47
SMR Rating: 42
Profit Risk Rating: 49
Seasonality Score: 13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Managed Portfolio Series(Reinhartfunds)615 EAST MICHIGAN STREETMILWAUKEE
Phone
414-287-3700
Web
www.reinhartfunds.com
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RPMAX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RPMAX
1D Price
Change %
RPMAX100%
-0.85%
FTHFX - RPMAX
92%
Closely correlated
-1.02%
FSSNX - RPMAX
90%
Closely correlated
-1.78%
VSMAX - RPMAX
88%
Closely correlated
-1.19%
VSCPX - RPMAX
88%
Closely correlated
-1.18%
NAESX - RPMAX
88%
Closely correlated
-1.18%
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