Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of small-capitalization companies. The fund’s investments in equity securities primarily include common stock, preferred securities and convertible securities. While the fund invests primarily in equity securities of U.S. issuers, it may invest in securities of foreign issuers, including those in emerging markets. In keeping with the fund's investment objective, investments in such foreign issuers is not expected to exceed 20% of the fund’s net assets.
Market Cap
The average market capitalization across the North Square Select Small Cap I MF is 4.92B. The market cap for tickers in the group ranges from 491.55M to 15.77B. PFGC holds the highest valuation in this group at 15.77B. The lowest valued company is MLR at 491.55M.
Volume
The average weekly volume growth across all stocks in the North Square Select Small Cap I MF was -42%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 75%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 35
Price Growth Rating: 56
SMR Rating: 58
Profit Risk Rating: 35
Seasonality Score: -20 (-100 ... +100)