Industry description
The investment seeks to achieve long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small capitalization companies. The Adviser defines small capitalization companies as companies with market capitalizations, at the time of acquisition, within the range of market capitalizations of companies constituting the Russell 2000 Index. The securities in which the fund invests are primarily common stock and real estate investment trusts ("REITs").
Market Cap
The average market capitalization across the Cardinal Small Cap Value Institutional MF is 6.07B. The market cap for tickers in the group ranges from 2.03B to 12.98B. XPO holds the highest valuation in this group at 12.98B. The lowest valued company is FRME at 2.03B.
Volume
The average weekly volume growth across all stocks in the Cardinal Small Cap Value Institutional MF was 29%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was 30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 40
Price Growth Rating: 47
SMR Rating: 47
Profit Risk Rating: 43
Seasonality Score: 51 (-100 ... +100)