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VESAX VELA Small Cap A Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Range Resources Corp (NYSE:RRC).

Industry description

The investment seeks to provide long-term capital appreciation. The fund, under normal market conditions, invests at least 80% of its net assets in U.S. equity securities with small market capitalizations that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. Small cap companies are defined by the Adviser as companies with market capitalizations in the range of those market capitalizations of companies included in the Russell 2000 Index at the time of purchase.

Market Cap

The average market capitalization across the VELA Small Cap A MF is 7.6B. The market cap for tickers in the group ranges from 2.07B to 11.67B. CASY holds the highest valuation in this group at 11.67B. The lowest valued company is GBX at 2.07B.

Volume

The average weekly volume growth across all stocks in the VELA Small Cap A MF was -11%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was -14%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 36
Price Growth Rating: 41
SMR Rating: 61
Profit Risk Rating: 18
Seasonality Score: 5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
VELA Funds220 MARKET STREETNEW ALBANY
Phone
614-653-2178
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IOO100.51-0.02
-0.02%
iShares Global 100 ETF
FXC70.12-0.12
-0.18%
Invesco CurrencyShares® Canadian Dollar
POWA86.74-0.34
-0.39%
Invesco Bloomberg Pricing Power ETF
EUSB42.83-0.22
-0.51%
iShares ESG Advanced Ttl USD Bd Mrkt ETF
VNAM15.51-0.10
-0.63%
Global X MSCI Vietnam ETF

VESAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VESAX has been closely correlated with DFFVX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if VESAX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VESAX
1D Price
Change %
VESAX100%
+1.01%
DFFVX - VESAX
93%
Closely correlated
+1.48%
DFSVX - VESAX
92%
Closely correlated
+1.47%
VSIIX - VESAX
91%
Closely correlated
+1.04%
VSIAX - VESAX
91%
Closely correlated
+1.04%
VISVX - VESAX
91%
Closely correlated
+1.04%
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