The most notable companies in this group are Chord Energy Corp (NASDAQ:CHRD).
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stock of small capitalization companies that are organized in the United States and the securities of which are principally traded on a major U.S. exchange. It will generally hold between 25 and 35 positions. In addition, the fund may invest in exchange-traded funds ("ETFs"), which are pooled investment vehicles that generally seek to track the performance of specific indices and are traded on exchanges.
The average market capitalization across the Bernzott US Small Cap Value MF is 3.74B. The market cap for tickers in the group ranges from 2.29B to 7.44B. EHC holds the highest valuation in this group at 7.44B. The lowest valued company is GVA at 2.29B.
The average weekly volume growth across all stocks in the Bernzott US Small Cap Value MF was 6%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 332%
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: 50
Price Growth Rating: 49
SMR Rating: 62
Profit Risk Rating: 59
Seasonality Score: 13 (-100 ... +100)