Industry description
The investment seeks to achieve long-term capital appreciation.
The Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high profitability and relative prices compared to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.
Market Cap
The average market capitalization across the DFA US Small Cap Growth Instl MF is 9.38B. The market cap for tickers in the group ranges from 6.44B to 15.48B. FIX holds the highest valuation in this group at 15.48B. The lowest valued company is SFM at 6.44B.
Volume
The average weekly volume growth across all stocks in the DFA US Small Cap Growth Instl MF was 137%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was 36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 54
Price Growth Rating: 57
SMR Rating: 34
Profit Risk Rating: 17
Seasonality Score: -15 (-100 ... +100)