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KGROX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$13.04
Change
+$0.02 (+0.15%)
Net Assets
492.6K

KGROX Kennedy Capital Small Cap Growth Instl Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small capitalization companies. Equity securities include domestic common and preferred stock, American Depositary Receipts (“ADRs”), and securities of real estate investment trusts (“REITs”) and shares of investment companies, including exchange-traded funds (“ETFs”) designed to track small cap indices.

Market Cap

The average market capitalization across the Kennedy Capital Small Cap Growth Instl MF is 6.97B. The market cap for tickers in the group ranges from 2.01B to 15.35B. PFGC holds the highest valuation in this group at 15.35B. The lowest valued company is FIVN at 2.01B.

Volume

The average weekly volume growth across all stocks in the Kennedy Capital Small Cap Growth Instl MF was -13%. For the same stocks of the MF, the average monthly volume growth was -60% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

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

Valuation Rating: 87
P/E Growth Rating: 56
Price Growth Rating: 62
SMR Rating: 78
Profit Risk Rating: 57
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Investment Managers Series Trust II803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
N/A
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KGROX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, KGROX has been closely correlated with NRGEX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if KGROX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To KGROX
1D Price
Change %
KGROX100%
+0.15%
NRGEX - KGROX
92%
Closely correlated
-0.91%
VISGX - KGROX
76%
Closely correlated
+0.05%
VSGAX - KGROX
76%
Closely correlated
+0.06%
VSGIX - KGROX
76%
Closely correlated
+0.06%
VEXRX - KGROX
72%
Closely correlated
-0.14%
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