DEVLX Macquarie Small Cap Value A 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 A 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 A 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
FTZFX	55.60	N/A	N/A
FullerThaler Behvrll Uncnstd Eq R6
FDGKX	40.73	N/A	N/A
Fidelity Dividend Growth K
DHFAX	13.92	N/A	N/A
Diamond Hill Large Cap Concentrated Inv
FPKFX	17.15	-0.02	-0.12%
Fidelity Puritan K6
LEICX	24.02	-0.13	-0.54%
Federated Hermes Equity Income C

DEVLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DEVLX has been loosely correlated with SSGSX. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if DEVLX jumps, then SSGSX could also see price increases.

Ticker / NAME	Correlation To DEVLX	1D Price Change %
DEVLX	100%	+0.10%
SSGSX - DEVLX	44% Loosely correlated	+0.17%
ASVRX - DEVLX	40% Loosely correlated	-0.29%
VSCAX - DEVLX	29% Poorly correlated	+0.60%
VISVX - DEVLX	9% Poorly correlated	+0.42%
VSIIX - DEVLX	9% Poorly correlated	+0.42%
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