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TDVFX
Mutual Fund ticker: NASDAQ
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TDVFX price forecast, quote, news & analysis

Category: @Small Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are United States Steel Corp (NYSE:X), Cleveland-Cliffs (NYSE:CLF), Foot Locker (NYSE:FL), G-III Apparel Group Ltd (NASDAQ:GIII).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by purchasing equity securities of companies that Towle & Co., the fund’s investment advisor, believes are deeply discounted relative to the companies’ earnings potential. It invests primarily in equity securities of U.S. issuers and maintains the flexibility to invest in common stocks of companies across different market capitalization levels, although the advisor's investment process generally gravitates towards smaller companies. It is non-diversified.

Market Cap

The average market capitalization across the Towle Value MF is 12.36B. The market cap for tickers in the group ranges from 1.32B to 85.64B. STLA holds the highest valuation in this group at 85.64B. The lowest valued company is GIII at 1.32B.

Volume

The average weekly volume growth across all stocks in the Towle Value MF was 3%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 36
Price Growth Rating: 64
SMR Rating: 58
Profit Risk Rating: 69
Seasonality Score: 28 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Investment Managers Series Trust (Towle)803 West Michigan StreetMilwaukee
Phone
N/A
Web
www.towlefund.com