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DFSGX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$25.42
Change
+$0.36 (+1.44%)
Net Assets
197.43M

DFSGX DF Dent Small Cap Growth Institutional Forecast, Technical & Fundamental Analysis

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

Category: #Small 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 with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts ("REITs"), sponsored and unsponsored American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs").

Market Cap

The average market capitalization across the DF Dent Small Cap Growth Institutional MF is 8.06B. The market cap for tickers in the group ranges from 1.19B to 21.95B. GWRE holds the highest valuation in this group at 21.95B. The lowest valued company is UTZ at 1.19B.

Volume

The average weekly volume growth across all stocks in the DF Dent Small Cap Growth Institutional MF was 30%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -21%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 67
Price Growth Rating: 55
SMR Rating: 54
Profit Risk Rating: 73
Seasonality Score: -22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DFSGX
1D Price
Change %
DFSGX100%
+1.44%
VISGX - DFSGX
93%
Closely correlated
+1.08%
VSGAX - DFSGX
93%
Closely correlated
+1.08%
VSGIX - DFSGX
93%
Closely correlated
+1.07%
NRGEX - DFSGX
93%
Closely correlated
+0.49%
VEXPX - DFSGX
92%
Closely correlated
+0.69%
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