Notable companies
The most notable companies in this group are Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Generac Holdings (NYSE:GNRC).
Industry description
The investment seeks long-term capital appreciation.
The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap® Index, measured at the time of initial purchase. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on four interrelated tenets: Active patience, Independent Thinking, Focused Expertise, and Bold Teamwork.
Market Cap
The average market capitalization across the Ariel Appreciation Institutional MF is 37.21B. The market cap for tickers in the group ranges from 6.81B to 134.2B. GS holds the highest valuation in this group at 134.2B. The lowest valued company is MAT at 6.81B.
Volume
The average weekly volume growth across all stocks in the Ariel Appreciation Institutional MF was -26%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 41
Price Growth Rating: 40
SMR Rating: 50
Profit Risk Rating: 59
Seasonality Score: 15 (-100 ... +100)