Notable companies
The most notable companies in this group are Johnson Controls International plc (NYSE:JCI), DuPont de Nemours (NYSE:DD).
Industry description
The investment seeks long-term capital appreciation.
The fund primarily invests in equity securities its investment sub-adviser, believes are undervalued at the time of purchase and have the potential to provide capital appreciation, income, or a combination of both. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of mid-sized capitalization U.S. companies (“mid cap companies”) at time of purchase which, for the purposes of the fund, are those companies with market capitalizations similar to the market capitalizations of companies listed in the Russell Midcap® Index or the S&P MidCap 400® Index.
Market Cap
The average market capitalization across the Cromwell Greenspring Mid Cap Instl MF is 25.12B. The market cap for tickers in the group ranges from 277.48M to 73.16B. RSG holds the highest valuation in this group at 73.16B. The lowest valued company is FRST at 277.48M.
Volume
The average weekly volume growth across all stocks in the Cromwell Greenspring Mid Cap Instl MF was 28%. For the same stocks of the MF, the average monthly volume growth was 65% and the average quarterly volume growth was 16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 45
Price Growth Rating: 50
SMR Rating: 59
Profit Risk Rating: 36
Seasonality Score: -35 (-100 ... +100)