Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets in the equity securities of U.S. companies with small market capitalizations. The Adviser considers a company to be a small cap company if its market capitalization is no larger than that of the largest company in the Russell 2000® Index at the time a new position is established, based on the index data as of the end of the previous calendar quarter.
Market Cap
The average market capitalization across the Clifford Capital Fcs Sm Cp Val Spr Instl MF is 2.15B. The market cap for tickers in the group ranges from 127.42M to 4.88B. SRCL holds the highest valuation in this group at 4.88B. The lowest valued company is KLXE at 127.42M.
Volume
The average weekly volume growth across all stocks in the Clifford Capital Fcs Sm Cp Val Spr Instl MF was 4%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 49
Price Growth Rating: 48
SMR Rating: 62
Profit Risk Rating: 72
Seasonality Score: -10 (-100 ... +100)