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WTSGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$21.39
Change
+$0.15 (+0.71%)
Net Assets
265.22M

WTSGX Segall Bryant & Hamill Small Cap Gr Ret Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The fund's adviser emphasizes investments in small companies that the portfolio management team believes to have attractive growth prospects for earnings and/or cash flows. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in small-capitalization companies. The adviser currently considers "small-capitalization companies" to be those included in, or similar in size to, those included in its benchmark index, the Russell 2000® Growth Index, at the time of purchase.

Market Cap

The average market capitalization across the Segall Bryant & Hamill Small Cap Gr Ret MF is 8.83B. The market cap for tickers in the group ranges from 4.5B to 15.61B. FIX holds the highest valuation in this group at 15.61B. The lowest valued company is HLNE at 4.5B.

Volume

The average weekly volume growth across all stocks in the Segall Bryant & Hamill Small Cap Gr Ret MF was 164%. For the same stocks of the MF, the average monthly volume growth was 63% and the average quarterly volume growth was -4%

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: 59
Price Growth Rating: 53
SMR Rating: 53
Profit Risk Rating: 29
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
C/O Alps Fund Services, Inc.P.o. Box 328Denver
Phone
N/A
Web
www.westcore.com
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WTSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, WTSGX has been closely correlated with WCMNX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if WTSGX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WTSGX
1D Price
Change %
WTSGX100%
+0.71%
WCMNX - WTSGX
98%
Closely correlated
+0.71%
WCMLX - WTSGX
98%
Closely correlated
+0.62%
VEXRX - WTSGX
97%
Closely correlated
+0.83%
VEXPX - WTSGX
97%
Closely correlated
+0.83%
VSGAX - WTSGX
96%
Closely correlated
+1.18%
More