KESGX Kennedy Capital ESG SMID Cap I Forecast, Technical & Fundamental Analysis

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.

The average market capitalization across the Kennedy Capital ESG SMID Cap I MF is 12.72B. The market cap for tickers in the group ranges from 4.27B to 28.3B. TDY holds the highest valuation in this group at 28.3B. The lowest valued company is ICUI at 4.27B.

The average weekly volume growth across all stocks in the Kennedy Capital ESG SMID Cap I MF was 19%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was 11%