Notable companies
The most notable companies in this group are Charles Schwab Corp (The) (NYSE:SCHW), Cigna Group (The) (NYSE:CI), PG&E Corp (NYSE:PCG).
Industry description
The investment seeks to achieve long-term growth of capital.
The fund seeks to achieve its investment objective by investing principally in equity securities of U.S. and non-U.S. issuers, including common stocks, depositary receipts evidencing ownership of common stocks issued by a foreign issuer ("ADRs"), preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks (e.g., rights, warrants, and options) of companies the Adviser believes are undervalued by the equity market based on the Adviser's assessment of the company. The fund is non-diversified.
Market Cap
The average market capitalization across the Adler Value Institutional MF is 41B. The market cap for tickers in the group ranges from 2.58B to 132.03B. SCHW holds the highest valuation in this group at 132.03B. The lowest valued company is OI at 2.58B.
Volume
The average weekly volume growth across all stocks in the Adler Value Institutional MF was 54%. For the same stocks of the MF, the average monthly volume growth was 57% and the average quarterly volume growth was 72%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 41
Price Growth Rating: 48
SMR Rating: 71
Profit Risk Rating: 47
Seasonality Score: -45 (-100 ... +100)