The investment seeks long term capital appreciation.
Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5% of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80% of U.S. aggregate market capitalization nor in the lowest 8% of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80% of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.
The average market capitalization across the Acclivity Mid Cap Multi-Style I MF is 12.74B. The market cap for tickers in the group ranges from 8.41B to 15.44B. L holds the highest valuation in this group at 15.44B. The lowest valued company is UNM at 8.41B.
The average weekly volume growth across all stocks in the Acclivity Mid Cap Multi-Style I MF was -21%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 45
Price Growth Rating: 41
SMR Rating: 65
Profit Risk Rating: 44
Seasonality Score: 29 (-100 ... +100)