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VVPSX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$11.79
Change
-$0.05 (-0.42%)
Net Assets
125.31M

VVPSX Vulcan Value Partners Small Cap Forecast, Technical & Fundamental Analysis

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

Category: #World Stock
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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 investing primarily in publicly traded small-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund seeks to determine business or intrinsic value through disciplined financial analysis. The fund may invest up to 30% of net assets in publicly traded foreign securities and may hold up to 15% of net assets in illiquid securities. It is non-diversified.

Market Cap

The average market capitalization across the Vulcan Value Partners Small Cap MF is 2.95B. The market cap for tickers in the group ranges from 540.25M to 6.12B. CIGI holds the highest valuation in this group at 6.12B. The lowest valued company is SMRT at 540.25M.

Volume

The average weekly volume growth across all stocks in the Vulcan Value Partners Small Cap MF was 37%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was 76%

Fundamental Analysis Ratings

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

Valuation Rating: 39
P/E Growth Rating: 44
Price Growth Rating: 58
SMR Rating: 69
Profit Risk Rating: 45
Seasonality Score: 12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Financial Investors Trust(Vulcan)1290 Broadway, Suite 1100Denver
Phone
N/A
Web
www.vulcanvaluepartners.com
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VVPSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VVPSX has been closely correlated with RSLDX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if VVPSX jumps, then RSLDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VVPSX
1D Price
Change %
VVPSX100%
N/A
RSLDX - VVPSX
91%
Closely correlated
N/A
SFCWX - VVPSX
91%
Closely correlated
N/A
FSFWX - VVPSX
91%
Closely correlated
N/A
FSWFX - VVPSX
91%
Closely correlated
N/A
RSEBX - VVPSX
91%
Closely correlated
N/A
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