Notable companies
The most notable companies in this group are Dollar General Corp (NYSE:DG), CF Industries Holding (NYSE:CF), Mosaic Company (The) (NYSE:MOS), VF Corp (NYSE:VFC).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the fund's adviser, Pekin Hardy Strauss, Inc. (the "Advisor"). When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.
Market Cap
The average market capitalization across the Appleseed Institutional MF is 14.1B. The market cap for tickers in the group ranges from 5.95B to 26.02B. DG holds the highest valuation in this group at 26.02B. The lowest valued company is VFC at 5.95B.
Volume
The average weekly volume growth across all stocks in the Appleseed Institutional MF was -39%. For the same stocks of the MF, the average monthly volume growth was -35% and the average quarterly volume growth was -28%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 29
Price Growth Rating: 54
SMR Rating: 62
Profit Risk Rating: 62
Seasonality Score: 33 (-100 ... +100)