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

Category SmallValue
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. The fund is non-diversified.

Market Cap

The average market capitalization across the WPG Partners Select Small Cap Value Ins MF is 3.61B. The market cap for tickers in the group ranges from 2.02B to 6.28B. GIL holds the highest valuation in this group at 6.28B. The lowest valued company is EQC at 2.02B.

Volume

The average weekly volume growth across all stocks in the WPG Partners Select Small Cap Value Ins MF was 16%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 56
Price Growth Rating: 55
SMR Rating: 81
Profit Risk Rating: 78
Seasonality Score: -35 (-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 WCMFX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPGSX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WPGSX
1D Price
Change %
WPGSX100%
N/A
WCMFX - WPGSX
83%
Closely correlated
-0.14%
WCMJX - WPGSX
83%
Closely correlated
-0.15%
DFFVX - WPGSX
70%
Closely correlated
+0.18%
DFSVX - WPGSX
68%
Closely correlated
+0.17%
VSIIX - WPGSX
67%
Closely correlated
+0.13%
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