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VVISX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$13.20
Change
+$0.80 (+6.45%)
Net Assets
118.23M

VVISX Vulcan Value Partners Small Cap Instl Forecast, Technical & Fundamental Analysis

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

Category: #World Stock
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A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by purchasing securities of publicly traded small-cap companies that Vulcan Value Partners,LLC believes to be both undervalued and possessing a quality that gives a company a non-temporary advantage over its peers. Under normal circumstances,at least eighty percent (80%) of the fund’s net assets are invested in small-cap companies. It is non-diversified.

Market Cap

The average market capitalization across the Vulcan Value Partners Small Cap Instl MF is 3.27B. The market cap for tickers in the group ranges from 323.53M to 8.27B. LFUS holds the highest valuation in this group at 8.27B. The lowest valued company is SMRT at 323.53M.

Volume

The average weekly volume growth across all stocks in the Vulcan Value Partners Small Cap Instl MF was -48%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 57
Price Growth Rating: 54
SMR Rating: 71
Profit Risk Rating: 66
Seasonality Score: -10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Financial Investors Trust(Vulcan)1290 Broadway, Suite 1100Denver
Phone
N/A
Web
www.vulcanvaluepartners.com
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VVISX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, VVISX has been closely correlated with SFCWX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if VVISX jumps, then SFCWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VVISX
1D Price
Change %
VVISX100%
-0.30%
SFCWX - VVISX
87%
Closely correlated
+0.62%
FSFWX - VVISX
87%
Closely correlated
+0.62%
FSWFX - VVISX
87%
Closely correlated
+0.63%
FTHFX - VVISX
86%
Closely correlated
N/A
RSLDX - VVISX
16%
Poorly correlated
+0.63%
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