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WPGSX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$10.82
Change
-$0.09 (-0.82%)
Net Assets
183.39M

WPGSX WPG Partners Select Small Cap Value Ins Forecast, Technical & Fundamental Analysis

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

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

Industry description

The investment seeks to provide long-term capital appreciation. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000 ® Value Index. It may invest in depositary receipts and equity securities of foreign companies.

Market Cap

The average market capitalization across the WPG Partners Select Small Cap Value Ins MF is 3.35B. The market cap for tickers in the group ranges from 567.52M to 8.46B. GIL holds the highest valuation in this group at 8.46B. The lowest valued company is TROX at 567.52M.

Volume

The average weekly volume growth across all stocks in the WPG Partners Select Small Cap Value Ins MF was -5%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 76
Price Growth Rating: 68
SMR Rating: 81
Profit Risk Rating: 75
Seasonality Score: -33 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Rbb Fund Inc615 E. Michigan St.MILWAUKEE
Phone
(302) 791-1851
Web
www.rbbfund.com
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WPGSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPGSX has been closely correlated with VISVX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPGSX jumps, then VISVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WPGSX
1D Price
Change %
WPGSX100%
N/A
VISVX - WPGSX
95%
Closely correlated
N/A
VSIIX - WPGSX
95%
Closely correlated
N/A
VSIAX - WPGSX
95%
Closely correlated
N/A
DFFVX - WPGSX
94%
Closely correlated
-0.88%
DFSVX - WPGSX
94%
Closely correlated
-0.91%
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