Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in the equity securities of small and middle capitalization companies. In choosing investments, the Adviser typically selects equity securities that the adviser believes offer superior return potential and may consider, among other factors, a company's valuation, projected future earnings, growth potential, recent performance, and business strategy. It may also invest in other investment companies, including ETFs.
Market Cap
The average market capitalization across the Applied Finance Explorer Institutional MF is 6.48B. The market cap for tickers in the group ranges from 1.63B to 25.05B. BLDR holds the highest valuation in this group at 25.05B. The lowest valued company is CUBI at 1.63B.
Volume
The average weekly volume growth across all stocks in the Applied Finance Explorer Institutional MF was 15%. For the same stocks of the MF, the average monthly volume growth was 83% and the average quarterly volume growth was 60%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 39
Price Growth Rating: 51
SMR Rating: 46
Profit Risk Rating: 28
Seasonality Score: 0 (-100 ... +100)