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RTRIX Royce Small-Cap Total Return Instl Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Advance Auto Parts (NYSE:AAP).

Industry description

The investment seeks long-term growth of capital and current income. Normally, the fund invests at least 65% of its net assets in dividend-paying equity securities. In addition, the fund invests at least 80% of its net assets in equity securities of small-cap companies, under normal circumstances. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.

Market Cap

The average market capitalization across the Royce Small-Cap Total Return Instl MF is 4.76B. The market cap for tickers in the group ranges from 611.87M to 9.2B. COHR holds the highest valuation in this group at 9.2B. The lowest valued company is IGIC at 611.87M.

Volume

The average weekly volume growth across all stocks in the Royce Small-Cap Total Return Instl MF was 10%. For the same stocks of the MF, the average monthly volume growth was 112% and the average quarterly volume growth was 147%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 50
Price Growth Rating: 48
SMR Rating: 66
Profit Risk Rating: 70
Seasonality Score: 51 (-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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RTRIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RTRIX
1D Price
Change %
RTRIX100%
-1.23%
DFFVX - RTRIX
92%
Closely correlated
-0.83%
DFSVX - RTRIX
92%
Closely correlated
-0.76%
VISVX - RTRIX
91%
Closely correlated
-0.68%
VSIAX - RTRIX
91%
Closely correlated
-0.67%
VSIIX - RTRIX
91%
Closely correlated
-0.68%
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