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PVFIX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$17.10
Change
+$0.04 (+0.23%)
Net Assets
35.6M

PVFIX Pinnacle Value Forecast, Technical & Fundamental Analysis

The investment seeks long term capital appreciation with income as a secondary objective... Show more

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

Industry description

The investment seeks long term capital appreciation with income as a secondary objective. The fund invests primarily in publicly traded equity securities of companies including common and preferred stocks, convertible securities, rights, warrants and other securities. It will invest in a diversified portfolio of securities issued primarily by small and micro-cap (generally less than $2 billion at time of investment) domestic companies which the advisor believes are trading at significant discounts to underlying earnings power or asset values.

Market Cap

The average market capitalization across the Pinnacle Value MF is 405.48M. The market cap for tickers in the group ranges from 53.57M to 1.33B. LPG holds the highest valuation in this group at 1.33B. The lowest valued company is CULP at 53.57M.

Volume

The average weekly volume growth across all stocks in the Pinnacle Value MF was 43%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 52
Price Growth Rating: 52
SMR Rating: 79
Profit Risk Rating: 58
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Bertolet Capital Trust1414 Sixth Ave Ste 900New York
Phone
N/A
Web
www.pinnaclevaluefund.com
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PVFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PVFIX has been closely correlated with SSGSX. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if PVFIX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PVFIX
1D Price
Change %
PVFIX100%
+0.23%
SSGSX - PVFIX
67%
Closely correlated
+0.17%
VSCAX - PVFIX
63%
Loosely correlated
+0.60%
DFSVX - PVFIX
61%
Loosely correlated
+0.20%
DFFVX - PVFIX
60%
Loosely correlated
+0.22%
VISVX - PVFIX
57%
Loosely correlated
+0.42%
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