Notable companies
The most notable companies in this group are Southwestern Energy Company (NYSE:SWN), United States Steel Corp (NYSE:X), Genworth Financial (NYSE:GNW), Kohls Corp (NYSE:KSS).
Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund will invest at least 80% of its total assets in equity securities of small cap U.S. companies. The Adviser defines a small capitalization value company as any company that simultaneously meets the following two requirements: (i) be in the lowest 8% of U.S. aggregate market capitalization; and (ii) exhibit a low market value relative to its book value. The fund will also use futures and options on futures contracts for U.S. equity securities and indices, and exchange-traded-funds ("ETFs") to adjust market exposure or manage cash needs.
Market Cap
The average market capitalization across the Acclivity Small Cap Value N MF is 5.71B. The market cap for tickers in the group ranges from 2.28B to 8.35B. SWN holds the highest valuation in this group at 8.35B. The lowest valued company is KSS at 2.28B.
Volume
The average weekly volume growth across all stocks in the Acclivity Small Cap Value N MF was 153%. For the same stocks of the MF, the average monthly volume growth was 103% and the average quarterly volume growth was 201%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 46
P/E Growth Rating: 22
Price Growth Rating: 59
SMR Rating: 78
Profit Risk Rating: 40
Seasonality Score: 7 (-100 ... +100)