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OWLLX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$11.16
Change
-$0.13 (-1.15%)
Net Assets
9.31M

OWLLX price forecast, quote, news & analysis

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

Category: #Small Blend
A.I.Advisor
published price charts
These past five trading days, the mutual fund lost 0.00%.
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the stocks of small cap companies. The adviser currently considers small cap companies to be those companies with market capitalizations that fall within the range of companies in the Russell 2000® Value Index.

Market Cap

The average market capitalization across the Channing Intrinsic Value Sm-Cp Instl MF is 8.06B. The market cap for tickers in the group ranges from 3.74B to 15B. XPO holds the highest valuation in this group at 15B. The lowest valued company is ITGR at 3.74B.

Volume

The average weekly volume growth across all stocks in the Channing Intrinsic Value Sm-Cp Instl MF was 60%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 32%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 45
Price Growth Rating: 53
SMR Rating: 49
Profit Risk Rating: 31
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Valued Advisers Trust2960 N MERIDIAN STREET STE 300Indianapolis
Phone
N/A
Web
N/A