Industry description
The investment seeks long-term capital appreciation.
The fund seeks investment results that exceed the performance, before fees and expenses, of the Russell 2000® Index. It will invest at least 80% of its assets in equity securities of small capitalization companies domiciled or headquartered within the United States, or whose primary business activities or principal trading markets are located within the United States ("Entrepreneurial Companies"). The manager defines small capitalization companies as those with market capitalizations below that of the largest member of the Russell 2000 Index at the time of initial purchase.
Market Cap
The average market capitalization across the ERShares US Small Cap™ Inst MF is 10.79B. The market cap for tickers in the group ranges from 2.11B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is AMPH at 2.11B.
Volume
The average weekly volume growth across all stocks in the ERShares US Small Cap™ Inst MF was 18%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 82%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 74
Price Growth Rating: 50
SMR Rating: 56
Profit Risk Rating: 53
Seasonality Score: -25 (-100 ... +100)