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The top 8 Small Value stocks to keep in your portfolio in July 2019

This list of potential positions covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


Large Cap Growth Index Linked E (FRLG)

Large Cap Growth Index Linked E [FRLG] is traded in USA and was established 2018-04-03. The fund is listed under Size and Style category and is part of Goldman Sachs family. The entity is thematically classified as Small Value. Large Cap Growth currently have 0 in assets under management (AUM). Large Cap Growth secures last-minute Real Value of $115.41 per share. The latest price of the organization is $123.0. Our model forecasts the value of Large Cap Growth from analyzing the organization technical indicators and Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together. Large Cap Growth secures last-minute Real Value of $115.41 per share. The latest price of the organization is $123.0. Our model forecasts the value of Large Cap Growth from analyzing the organization technical indicators and Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Guinness Atkinson Alternative E (GAAEX)

Guinness Atkinson Alternative E [GAAEX] is traded in USA and was established September 20, 2019. The fund is listed under Foreign Small/Mid Value category and is part of Guinness Atkinson family. The entity is thematically classified as Small Value. Guinness Atkinson currently has accumulated 8.39M in assets under management (AUM) with minimum initial investment of 5K. , while the total return for the last 3 years was -10.57%. Guinness Atkinson retains regular Real Value of $3.34 per share. The prevalent price of the fund is $3.05. At this time the entity appears to be undervalued. We determine the value of Guinness Atkinson from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

First Trust Developed Markets e (FDTS)

First Trust Developed Markets e [FDTS] is traded in USA and was established 2012-02-15. The fund is listed under Foreign Small/Mid Value category and is part of First Trust family. The entity is thematically classified as Small Value. First Trust Developed currently have 8.6M in assets under management (AUM). , while the total return for the last 3 years was 2.42%. First Trust Developed shows prevailing Real Value of $35.45 per share. The current price of the entity is $35.61. At this time the entity appears to be fairly valued. This module computes value of First Trust Developed from reviewing the entity fundamentals such as Total Asset of 8.6M, Price to Sales of 0.55X and Five Year Return of 1.58% as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge. First Trust Developed shows prevailing Real Value of $35.45 per share. The current price of the entity is $35.61. At this time the entity appears to be fairly valued. This module computes value of First Trust Developed from reviewing the entity fundamentals such as Five Year Return of 1.58%, Price to Sales of 0.55X and Total Asset of 8.6M as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

Advisory Research International (ADVIX)

Advisory Research International [ADVIX] is traded in USA and was established September 20, 2019. The fund is listed under Foreign Small/Mid Value category and is part of Advisory Research family. The entity is thematically classified as Small Value. Advisory Research presently has accumulated 14.58M in assets under management (AUM) with minimum initial investment of 2.5K. , while the total return for the last 3 years was 10.95%. Advisory Research prevailing Real Value cannot be determined due to lack of data. The current price of Advisory Research is $0.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Advisory Research from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Cambria Foreign Shareholder Yie (FYLD)

Cambria Foreign Shareholder Yie [FYLD] is traded in USA and was established 2013-12-02. The fund is listed under Foreign Small/Mid Value category and is part of CAMBRIA ETF TRUST family. Cambria Foreign Shar currently have 21.47M in assets under management (AUM). , while the total return for the last 3 years was 4.81%. Cambria Foreign Shar shows prevailing Real Value of $22.76 per share. The current price of the entity is $23.0. At this time the entity appears to be fairly valued. This module approximates value of Cambria Foreign Shar from analyzing the entity fundamentals such as Price to Earning of 14.08X, Total Asset of 21.47M and Price to Sales of 0.71X as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Cambria Foreign competes with WisdomTree International, Invesco FTSE, WisdomTree International, First Trust, Invesco Treasury, iShares MSCI, iShares iBonds, Fidelity MSCI, and First Trust. The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the Cambria Foreign Shareholder Yield Index . Cambria Foreign is traded on BATS Exchange in USA.

WisdomTree Dynamic Currency Hed (DDLS)

WisdomTree Dynamic Currency Hed [DDLS] is traded in USA and was established 2016-01-07. The fund is listed under Foreign Small/Mid Value category and is part of WisdomTree family. WisdomTree Dynamic currently have 34.46M in assets under management (AUM). , while the total return for the last 3 years was 6.52%.

Causeway International Small Ca (CIISX)

Causeway International Small Ca [CIISX] is traded in USA and was established September 20, 2019. The fund is listed under Foreign Small/Mid Value category and is part of Causeway family. Causeway International currently has accumulated 74.74M in assets under management (AUM) with minimum initial investment of 1000K. Causeway International shows prevailing Real Value of $10.8 per share. The current price of the fund is $10.81. At this time the entity appears to be fairly valued. We determine the value of Causeway International from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Causeway International shows prevailing Real Value of $10.8 per share. The current price of the fund is $10.81. At this time the entity appears to be fairly valued. We determine the value of Causeway International from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Causeway International Small Ca (CVISX)

Causeway International Small Ca [CVISX] is traded in USA and was established September 20, 2019. The fund is listed under Foreign Small/Mid Value category and is part of Causeway family. Causeway International currently has accumulated 74.74M in assets under management (AUM) with minimum initial investment of 5K. , while the total return for the last year was 1.52%.

Current 8 Small Value Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 0.50  0.01 (0.03)  0.15  0.60 (0.0294) (0.59)  0.99 (0.96)  2.81 
 0.49  0.01 (0.03) (0.14)  0.61 (0.0295) (0.58)  1.01 (0.97)  2.89 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.72  0.01  0.01  0.05  0.94  0.0108 (0.84)  1.39 (1.39)  4.74 

About Contributor

Achuva Shats
   Achuva Shats is a Member of Macroaxs Editorial Board. Achuva writes about retail product and service companies from the prospective of a regular consumer and sophisticated investor at the same time. She is passionate about corporate ethics and equality in the workforce View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Achuva Shats do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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