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WSCVX North Star Small Cap Value Investor Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of small capitalization U.S. companies that the adviser believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of $2.5 billion or less at the time of purchase. Under normal circumstances, it will invest at least 80% of its net assets plus any borrowing for investment purposes in common stocks of small capitalization companies.

Market Cap

The average market capitalization across the North Star Small Cap Value Investor MF is 4.31B. The market cap for tickers in the group ranges from 857.05M to 16.45B. FIX holds the highest valuation in this group at 16.45B. The lowest valued company is HCKT at 857.05M.

Volume

The average weekly volume growth across all stocks in the North Star Small Cap Value Investor MF was -6%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 47%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 26
Price Growth Rating: 42
SMR Rating: 59
Profit Risk Rating: 17
Seasonality Score: 25 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Walthausen Funds9 Executive Park Drive, Suite BClifton Park
Phone
1-888-925-8428
Web
www.walthausenfunds.com
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WSCVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WSCVX has been closely correlated with VSIAX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if WSCVX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSCVX
1D Price
Change %
WSCVX100%
+1.13%
VSIAX - WSCVX
85%
Closely correlated
+0.35%
DFFVX - WSCVX
85%
Closely correlated
+0.22%
DFSVX - WSCVX
85%
Closely correlated
+0.12%
VSIIX - WSCVX
82%
Closely correlated
+0.36%
VISVX - WSCVX
81%
Closely correlated
+0.36%
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