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WPGTX WPG Partners Small Cap Value Div Fund Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Scorpio Tankers (NYSE:STNG).

Industry description

The investment seeks capital appreciation by investing primarily in common stocks, securities convertible into common stocks and in special situations. The fund invests 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 companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.

Market Cap

The average market capitalization across the WPG Partners Small Cap Value Div Fund MF is 3.89B. The market cap for tickers in the group ranges from 2.08B to 6.84B. BRX holds the highest valuation in this group at 6.84B. The lowest valued company is THS at 2.08B.

Volume

The average weekly volume growth across all stocks in the WPG Partners Small Cap Value Div Fund MF was 18%. For the same stocks of the MF, the average monthly volume growth was 96% and the average quarterly volume growth was 63%

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: 51
Price Growth Rating: 53
SMR Rating: 71
Profit Risk Rating: 68
Seasonality Score: 33 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
RBB Fund Inc (Robeco)909 Third Avenue, 32nd FloorNew York
Phone
888-261-4073
Web
www.robecoinvest.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GRZZX5.710.08
+1.42%
Grizzly Short
MSTFX10.35-0.01
-0.10%
Morningstar International Equity
PIIMX25.87-0.10
-0.39%
Principal Glb Emerging Markets R6
CGIFX36.53-0.20
-0.54%
American Funds Intl Gr and Inc 529F1
WISGX22.26-0.38
-1.68%
Segall Bryant & Hamill Small Cap GrInstl

WPGTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WPGTX has been closely correlated with VSIAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if WPGTX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WPGTX
1D Price
Change %
WPGTX100%
-0.70%
VSIAX - WPGTX
87%
Closely correlated
-0.67%
DFFVX - WPGTX
84%
Closely correlated
-0.83%
DFSVX - WPGTX
83%
Closely correlated
-0.76%
VSIIX - WPGTX
83%
Closely correlated
-0.68%
VISVX - WPGTX
82%
Closely correlated
-0.68%
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