The most notable companies in this group are PayPal Holdings (NASDAQ:PYPL), Energy Transfer LP (NYSE:ET), PG&E Corp (NYSE:PCG), NRG Energy (NYSE:NRG).
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.
The average market capitalization across the Frank Value Instl MF is 27.78B. The market cap for tickers in the group ranges from 1.31B to 63.04B. PYPL holds the highest valuation in this group at 63.04B. The lowest valued company is CLMT at 1.31B.
The average weekly volume growth across all stocks in the Frank Value Instl MF was -8%. For the same stocks of the MF, the average monthly volume growth was -16% and the average quarterly volume growth was -9%
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: 62
Price Growth Rating: 41
SMR Rating: 51
Profit Risk Rating: 54
Seasonality Score: 31 (-100 ... +100)