KVALX Kennedy Capital Small Cap Value Instl 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 equity securities of small capitalization companies. The equity securities in which the fund invests are primarily domestic common stock, but may also include securities of real estate investment trusts (“REITs”), warrants, rights, American Depositary Receipts (“ADR”), and shares of investment companies, including exchange-traded funds (“ETFs”) designed to track small cap indices.

The average market capitalization across the Kennedy Capital Small Cap Value Instl MF is 5.07B. The market cap for tickers in the group ranges from 1.34B to 8.55B. SSD holds the highest valuation in this group at 8.55B. The lowest valued company is NBHC at 1.34B.

The average weekly volume growth across all stocks in the Kennedy Capital Small Cap Value Instl MF was 28%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 29%