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

The investment seeks long-term growth of capital and outperformance of its benchmark net of fees... Show more

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

Notable companies

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

Industry description

The investment seeks long-term growth of capital and outperformance of its benchmark net of fees. 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 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 4.82B. The market cap for tickers in the group ranges from 1.23B to 9.93B. BRX holds the highest valuation in this group at 9.93B. The lowest valued company is THS at 1.23B.

Volume

The average weekly volume growth across all stocks in the WPG Partners Small Cap Value Div Fund MF was -13%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 38
P/E Growth Rating: 50
Price Growth Rating: 47
SMR Rating: 75
Profit Risk Rating: 71
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Details
Category
Small Value
Address
Rbb Fund Inc615 E. Michigan St.MILWAUKEE
Phone
(302) 791-1851
Web
www.rbbfund.com
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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 82% 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%
N/A
VSIAX - WPGTX
82%
Closely correlated
N/A
VISVX - WPGTX
82%
Closely correlated
N/A
VSIIX - WPGTX
81%
Closely correlated
N/A
SSGSX - WPGTX
81%
Closely correlated
N/A
DFFVX - WPGTX
81%
Closely correlated
+0.27%
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WPG Partners Small Cap Value Div Fund (WPGTX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com