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DFMGX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$39.47
Change
-$0.10 (-0.25%)
Net Assets
374.35M

DFMGX DF Dent Midcap Growth Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of medium-sized companies ("80% Policy"). It typically invests in U.S.-listed equity securities, consisting of common stocks, preferred stocks, securities convertible into U.S. common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), and exchange-traded funds ("ETFs").

Market Cap

The average market capitalization across the DF Dent Midcap Growth Institutional MF is 38.51B. The market cap for tickers in the group ranges from 4.4B to 79.65B. ECL holds the highest valuation in this group at 79.65B. The lowest valued company is WSC at 4.4B.

Volume

The average weekly volume growth across all stocks in the DF Dent Midcap Growth Institutional MF was 6%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 44
Price Growth Rating: 47
SMR Rating: 53
Profit Risk Rating: 51
Seasonality Score: -26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Forum Funds (DF Dent)P.O. Box 588Portland
Phone
866-233-3368
Web
www.dfdent.com
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DFMGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DFMGX has been closely correlated with PCBIX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if DFMGX jumps, then PCBIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFMGX
1D Price
Change %
DFMGX100%
-0.25%
PCBIX - DFMGX
93%
Closely correlated
-0.30%
PMAQX - DFMGX
93%
Closely correlated
-0.30%
PMBPX - DFMGX
93%
Closely correlated
-0.28%
PEMGX - DFMGX
93%
Closely correlated
-0.29%
PMBJX - DFMGX
92%
Closely correlated
-0.30%
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