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FTHMX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$27.07
Change
-$0.14 (-0.51%)
Net Assets
110.13M

FTHMX FullerThaler Behav Md-Cp Eq Inst Forecast, Technical & Fundamental Analysis

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

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

Notable companies

The most notable companies in this group are Centene Corp (NYSE:CNC), CF Industries Holding (NYSE:CF), Owens Corning (NYSE:OC).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of mid capitalization (“mid-cap”) companies based in the U.S. (“80% Policy”).

Market Cap

The average market capitalization across the FullerThaler Behav Md-Cp Eq Inst MF is 27.83B. The market cap for tickers in the group ranges from 12.57B to 94.22B. TT holds the highest valuation in this group at 94.22B. The lowest valued company is OC at 12.57B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behav Md-Cp Eq Inst MF was 20%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 141%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 46
Price Growth Rating: 51
SMR Rating: 41
Profit Risk Rating: 32
Seasonality Score: -44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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FTHMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FTHMX has been closely correlated with VIMSX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if FTHMX jumps, then VIMSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTHMX
1D Price
Change %
FTHMX100%
-0.51%
VIMSX - FTHMX
96%
Closely correlated
-0.24%
VIMAX - FTHMX
96%
Closely correlated
-0.24%
VMCPX - FTHMX
96%
Closely correlated
-0.24%
VMCIX - FTHMX
96%
Closely correlated
-0.24%
VEMPX - FTHMX
94%
Closely correlated
-0.29%
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