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

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

Category: #Small Blend
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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 10.8B. The market cap for tickers in the group ranges from 267.25M to 60.97B. FIX holds the highest valuation in this group at 60.97B. The lowest valued company is HCKT at 267.25M.

Volume

The average weekly volume growth across all stocks in the North Star Small Cap Value Investor MF was 18%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 49
Price Growth Rating: 52
SMR Rating: 61
Profit Risk Rating: 42
Seasonality Score: 53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Northern Lights Fund Trust II (NS)4020 South 147th StreetOmaha
Phone
N/A
Web
www.nsinvest.com
Interesting Tickers
1D
1W
1M
1Q
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1Y
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MFs / NAMEPrice $Chg $Chg %
IVFIX4.90N/A
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Federated Hermes Intl Strat Val Div IS
TEDIX32.01N/A
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Meeder Spectrum Institutional
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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 DFFVX. 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 DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WSCVX
1D Price
Change %
WSCVX100%
N/A
DFFVX - WSCVX
85%
Closely correlated
+0.05%
DFSVX - WSCVX
85%
Closely correlated
+0.25%
VSIAX - WSCVX
85%
Closely correlated
N/A
VRTIX - WSCVX
82%
Closely correlated
N/A
VSIIX - WSCVX
82%
Closely correlated
N/A
More
North Star Small Cap Value Investor (WSCVX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com