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RVVHX Royce Small-Cap Value Investment Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pultegroup (NYSE:PHM).

Industry description

The investment seeks long-term growth of capital. The fund invests it’s assets primarily in equity securities of small-cap companies that the advisor believes are trading below its estimate of their current worth. It invests at least 80% of its net assets in equity securities of small-cap companies, under normal circumstances.

Market Cap

The average market capitalization across the Royce Small-Cap Value Investment MF is 5.82B. The market cap for tickers in the group ranges from 324.4M to 25.45B. PHM holds the highest valuation in this group at 25.45B. The lowest valued company is IBEX at 324.4M.

Volume

The average weekly volume growth across all stocks in the Royce Small-Cap Value Investment MF was -32%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was 30%

Fundamental Analysis Ratings

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

Valuation Rating: 46
P/E Growth Rating: 34
Price Growth Rating: 50
SMR Rating: 53
Profit Risk Rating: 29
Seasonality Score: 35 (-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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
UIVM47.080.21
+0.45%
VictoryShares International Val MomtETF
PJFV73.45N/A
N/A
PGIM Jennison Focused Value ETF
EMCB65.69-0.06
-0.09%
WisdomTree Emerging Markets Corp Bd ETF
BLV70.14-0.11
-0.16%
Vanguard Long-Term Bond ETF
VFVA124.97-0.53
-0.42%
Vanguard US Value Factor ETF

RVVHX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RVVHX
1D Price
Change %
RVVHX100%
-1.16%
DFSVX - RVVHX
92%
Closely correlated
-0.76%
DFFVX - RVVHX
92%
Closely correlated
-0.83%
VISVX - RVVHX
89%
Closely correlated
-0.68%
VSIIX - RVVHX
89%
Closely correlated
-0.68%
ASVRX - RVVHX
89%
Closely correlated
-0.71%
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