Industry description
The investment seeks achieve long-term capital appreciation.
The fund will purchase a broad and diverse group of the readily marketable securities of U.S. small and mid-cap companies that the Advisor determines to be value stocks with higher profitability, while adjusting the composition of the Portfolio based on sustainability impact considerations A company’s market capitalization is the number of its shares outstanding times its price per share. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of U.S. companies.
Market Cap
The average market capitalization across the DFA US Sustainability Targeted Val Instl MF is 10.38B. The market cap for tickers in the group ranges from 6.99B to 13.34B. TOL holds the highest valuation in this group at 13.34B. The lowest valued company is ARW at 6.99B.
Volume
The average weekly volume growth across all stocks in the DFA US Sustainability Targeted Val Instl MF was -2%. For the same stocks of the MF, the average monthly volume growth was 43% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 50
Price Growth Rating: 56
SMR Rating: 68
Profit Risk Rating: 38
Seasonality Score: 30 (-100 ... +100)