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 9.7B. The market cap for tickers in the group ranges from 1.99B to 20.81B. FLEX holds the highest valuation in this group at 20.81B. The lowest valued company is ATKR at 1.99B.

Volume

The average weekly volume growth across all stocks in the Macquarie Small Cap Value Instl MF was -1%. For the same stocks of the MF, the average monthly volume growth was 22% 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: 52

P/E Growth Rating: 36

Price Growth Rating: 46

SMR Rating: 29

Profit Risk Rating: 32

Seasonality Score: 8 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
VCIEX	9.47	0.04	+0.42%
VALIC Company I International Eqs Idx
HWAIX	42.24	0.01	+0.02%
Hotchkis & Wiley Value Opps Instl
FFCMX	21.88	N/A	N/A
Fidelity Advisor Asset Manager 50% C
FTZIX	55.51	N/A	N/A
FullerThaler Behavrl Uncnstd Eq
FNPIX	46.39	-1.29	-2.71%
ProFunds Financials UltraSector Inv

DEVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DEVIX has been closely correlated with SSGSX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if DEVIX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To DEVIX	1D Price Change %
DEVIX	100%	+0.11%
SSGSX - DEVIX	89% Closely correlated	+0.17%
VSCAX - DEVIX	80% Closely correlated	+0.60%
ASVRX - DEVIX	45% Loosely correlated	-0.29%
VISVX - DEVIX	9% Poorly correlated	+0.42%
VSIIX - DEVIX	9% Poorly correlated	+0.42%
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