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 equity securities of small capitalization companies. Equity securities include domestic common and preferred stock, American Depositary Receipts (“ADRs”), and securities of real estate investment trusts (“REITs”) and shares of investment companies, including exchange-traded funds (“ETFs”) designed to track small cap indices.
Market Cap
The average market capitalization across the Kennedy Capital Small Cap Growth Instl MF is 8.58B. The market cap for tickers in the group ranges from 4.55B to 12.06B. WING holds the highest valuation in this group at 12.06B. The lowest valued company is FIVN at 4.55B.
Volume
The average weekly volume growth across all stocks in the Kennedy Capital Small Cap Growth Instl MF was 31%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 1%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 48
Price Growth Rating: 54
SMR Rating: 74
Profit Risk Rating: 42
Seasonality Score: 63 (-100 ... +100)