Notable companies
The most notable companies in this group are American Express Company (NYSE:AXP), Kraft Heinz Company (The) (NASDAQ:KHC).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.
Market Cap
The average market capitalization across the Clifford Capital Partners Institutional MF is 29.19B. The market cap for tickers in the group ranges from 746.72M to 163.89B. AXP holds the highest valuation in this group at 163.89B. The lowest valued company is PBI at 746.72M.
Volume
The average weekly volume growth across all stocks in the Clifford Capital Partners Institutional MF was 1%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 31%
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: 36
Price Growth Rating: 42
SMR Rating: 46
Profit Risk Rating: 59
Seasonality Score: 35 (-100 ... +100)