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FTXAX
Mutual Fund ticker: NASDAQ
AS OF
Nov 13 closing price
Price
$49.99
Change
-$2.53 (-4.82%)
Net Assets
3.61B

FTXAX FullerThaler Behavioral Sm-Cp Gr A 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

Notable companies

The most notable companies in this group are Nutanix (NASDAQ:NTNX), Abercrombie & Fitch Co (NYSE:ANF).

Industry description

The investment seeks long-term capital appreciation. 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 small capitalization ("small-cap") companies based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs").

Market Cap

The average market capitalization across the FullerThaler Behavioral Sm-Cp Gr A MF is 13.95B. The market cap for tickers in the group ranges from 1.73B to 62.57B. VRT holds the highest valuation in this group at 62.57B. The lowest valued company is TRIP at 1.73B.

Volume

The average weekly volume growth across all stocks in the FullerThaler Behavioral Sm-Cp Gr A MF was -46%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -61%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 64
Price Growth Rating: 62
SMR Rating: 59
Profit Risk Rating: 62
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Capitol Series Trust2960 North Meridian St., Suite 300Indianapolis
Phone
317-917-7000
Web
N/A
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FTXAX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FTXAX
1D Price
Change %
FTXAX100%
-0.89%
WCMNX - FTXAX
96%
Closely correlated
+0.45%
WCMLX - FTXAX
96%
Closely correlated
+0.44%
VSGIX - FTXAX
95%
Closely correlated
-0.02%
VSGAX - FTXAX
95%
Closely correlated
-0.02%
VISGX - FTXAX
95%
Closely correlated
-0.02%
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