Notable companies
The most notable companies in this group are Owens Corning (NYSE:OC).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in the securities of small- capitalization and mid-capitalization companies. It invests primarily in companies located in the United States, but may invest in foreign issuers. The Sub-Advisor's philosophy is to invest long-term in what the advisor believes are relatively attractively-valued, conservatively-structured, competitively-advantaged, dynamic companies with growing free cash flow and honest, competent leadership.
Market Cap
The average market capitalization across the Advisors Capital Small/Mid Cap MF is 10.43B. The market cap for tickers in the group ranges from 520.18M to 17.12B. AVTR holds the highest valuation in this group at 17.12B. The lowest valued company is CCB at 520.18M.
Volume
The average weekly volume growth across all stocks in the Advisors Capital Small/Mid Cap MF was 1%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was 80%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 38
Price Growth Rating: 50
SMR Rating: 52
Profit Risk Rating: 28
Seasonality Score: -12 (-100 ... +100)