Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts ("REITs"), sponsored and unsponsored American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs").
Market Cap
The average market capitalization across the DF Dent Small Cap Growth Institutional MF is 7.05B. The market cap for tickers in the group ranges from 1.5B to 16.61B. HEI.A holds the highest valuation in this group at 16.61B. The lowest valued company is UTZ at 1.5B.
Volume
The average weekly volume growth across all stocks in the DF Dent Small Cap Growth Institutional MF was 35%. For the same stocks of the MF, the average monthly volume growth was 94% and the average quarterly volume growth was 57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 39
Price Growth Rating: 44
SMR Rating: 54
Profit Risk Rating: 44
Seasonality Score: -38 (-100 ... +100)