MENU

VVISX Vulcan Value Partners Small Cap Instl Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation... Show more

Category: #World Stock
Interact to see
Advertisement
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by purchasing securities of publicly traded small-cap companies that Vulcan Value Partners,LLC believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over its peers. Under normal circumstances,at least eighty percent (80%) of the fund’s net assets are invested in small-cap companies. It is non-diversified.

Market Cap

The average market capitalization across the Vulcan Value Partners Small Cap Instl MF is 3.44B. The market cap for tickers in the group ranges from 212.12M to 12.37B. LFUS holds the highest valuation in this group at 12.37B. The lowest valued company is SMRT at 212.12M.

Volume

The average weekly volume growth across all stocks in the Vulcan Value Partners Small Cap Instl MF was 74%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 319%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 58
Price Growth Rating: 53
SMR Rating: 74
Profit Risk Rating: 77
Seasonality Score: 55 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Details
Category
Global Small/Mid Stock
Address
Financial Investors Trust(Vulcan)1290 Broadway, Suite 1100Denver
Phone
N/A
Web
www.vulcanvaluepartners.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VAFIX33.86N/A
N/A
Invesco American Franchise Y
SGFCX48.44N/A
N/A
Sparrow Growth C
VCBCX19.16N/A
N/A
VALIC Company I Systematic Growth
FFARX18.29N/A
N/A
Franklin Global Allocation R
AUUYX26.87N/A
N/A
AB Select US Equity Advisor

VVISX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VVISX has been closely correlated with FTHFX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if VVISX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VVISX
1D Price
Change %
VVISX100%
-1.41%
FTHFX - VVISX
86%
Closely correlated
N/A
RSLFX - VVISX
80%
Closely correlated
+0.85%
RSEBX - VVISX
76%
Closely correlated
+0.85%
SFCWX - VVISX
75%
Closely correlated
+0.85%
RSLDX - VVISX
75%
Closely correlated
+0.85%
More
Vulcan Value Partners Small Cap Instl (VVISX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com