Notable companies
The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).
Industry description
The investment seeks capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small and mid capitalization companies. The Advisor’s investment decisions for the fund are made primarily on the basis of bottom-up, fundamental research, integrated with an analysis of a company’s environmental, social and governance (“ESG”) characteristics. ESG factors are considered on both an inclusionary and exclusionary basis.
Market Cap
The average market capitalization across the Kennedy Capital ESG SMID Cap I MF is 10.05B. The market cap for tickers in the group ranges from 1.1B to 20.13B. TDY holds the highest valuation in this group at 20.13B. The lowest valued company is THR at 1.1B.
Volume
The average weekly volume growth across all stocks in the Kennedy Capital ESG SMID Cap I MF was 2%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 51
Price Growth Rating: 50
SMR Rating: 67
Profit Risk Rating: 36
Seasonality Score: 41 (-100 ... +100)