DEVIX Macquarie Small Cap Value Instl Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Value

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A.I.Advisor

published Highlights

Industry description

The investment seeks capital appreciation. Under normal circumstances, at least 80% of the fund's net assets, plus the amount of any borrowings for investment purposes, will be in investments of small-capitalization companies. It invests primarily in investments of small companies whose stock prices, in the portfolio managers' opinion, appear low relative to their underlying value or future potential.

Market Cap

The average market capitalization across the Macquarie Small Cap Value Instl MF is 8.61B. The market cap for tickers in the group ranges from 4B to 19.32B. FLEX holds the highest valuation in this group at 19.32B. The lowest valued company is HWC at 4B.

Volume

The average weekly volume growth across all stocks in the Macquarie Small Cap Value Instl MF was -30%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 59

P/E Growth Rating: 35

Price Growth Rating: 43

SMR Rating: 27

Profit Risk Rating: 31

Seasonality Score: 46 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
TILIX	71.67	0.80	+1.13%
Nuveen Large Cap Gr Idx R6
LIACX	11.45	0.12	+1.06%
Columbia Acorn C
MMEYX	49.31	0.47	+0.96%
Victory Integrity Discovery Y
SESVX	22.69	0.15	+0.67%
SEI Small Cap Value F (SIMT)
TWAIX	12.32	0.01	+0.08%
Thrivent International Equity S

DEVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DEVIX has been closely correlated with DFFVX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if DEVIX jumps, then DFFVX could also see price increases.

Ticker / NAME	Correlation To DEVIX	1D Price Change %
DEVIX	100%	+0.72%
DFFVX - DEVIX	92% Closely correlated	+0.52%
DFSVX - DEVIX	91% Closely correlated	+0.52%
VSIIX - DEVIX	91% Closely correlated	+0.50%
VSIAX - DEVIX	91% Closely correlated	+0.50%
VISVX - DEVIX	91% Closely correlated	+0.50%
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