Notable companies
The most notable companies in this group are PayPal Holdings (NASDAQ:PYPL), Energy Transfer LP (NYSE:ET), NRG Energy (NYSE:NRG).
Industry description
The investment seeks to provide long-term capital appreciation.
The fund's principal investment strategy is value investing. It invests in common stock of U.S. companies that the fund's adviser believes are underpriced based on the company's intrinsic value. The fund invests in common stocks of companies that have strong financial positions, evidenced by balance sheets without significant debt or other liabilities compared to cash reserves. From time to time it may be invested more heavily in a particular sector if the adviser determines that companies in that sector present the best value.
Market Cap
The average market capitalization across the Frank Value Instl MF is 24.09B. The market cap for tickers in the group ranges from 1.18B to 71.8B. PYPL holds the highest valuation in this group at 71.8B. The lowest valued company is DEA at 1.18B.
Volume
The average weekly volume growth across all stocks in the Frank Value Instl MF was 29%. For the same stocks of the MF, the average monthly volume growth was 88% and the average quarterly volume growth was 24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 42
P/E Growth Rating: 52
Price Growth Rating: 51
SMR Rating: 59
Profit Risk Rating: 47
Seasonality Score: 11 (-100 ... +100)