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VFPIX Private Capital Management Value I Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The fund, under normal circumstances, primarily invests in common stocks of companies listed on stock exchanges in North America. There are no set limits on the market capitalizations of the companies in which it may invest. The Adviser applies a fundamental value, research driven investment approach.

Market Cap

The average market capitalization across the Private Capital Management Value I MF is 10.93B. The market cap for tickers in the group ranges from 198.62M to 89.01B. KKR holds the highest valuation in this group at 89.01B. The lowest valued company is ASUR at 198.62M.

Volume

The average weekly volume growth across all stocks in the Private Capital Management Value I MF was -22%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 51%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 42
Price Growth Rating: 46
SMR Rating: 60
Profit Risk Rating: 48
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
FundVantage Trust (Private Capital)8889 Pelican Bay Boulevard,Suite 500Naples
Phone
610-382-8667
Web
www.private-cap.com
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VFPIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VFPIX has been closely correlated with FSSNX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if VFPIX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VFPIX
1D Price
Change %
VFPIX100%
-1.48%
FSSNX - VFPIX
81%
Closely correlated
-1.40%
VSCPX - VFPIX
80%
Closely correlated
-1.07%
FTHFX - VFPIX
77%
Closely correlated
-0.98%
VSMAX - VFPIX
25%
Poorly correlated
-1.06%
VSCIX - VFPIX
24%
Poorly correlated
-1.07%
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