Industry description
The investment seeks to generate positive risk adjusted returns.
Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of domestic companies with small to medium market capitalizations. It may also invest all or substantially all of its assets in cash and cash equivalents, including money market funds and other short-term fixed income investments, in seeking to protect principal, or when, in the Adviser's opinion, there are not sufficient companies appropriate for investment.
Market Cap
The average market capitalization across the Ballast Small/Mid Cap ETF ETF is 3.33B. The market cap for tickers in the group ranges from 120.41M to 17.39B. LII holds the highest valuation in this group at 17.39B. The lowest valued company is EPSN at 120.41M.
High and low price notable news
The average weekly price growth across all stocks in the Ballast Small/Mid Cap ETF ETF was -1%. For the same ETF, the average monthly price growth was 5%, and the average quarterly price growth was 13%. CMP experienced the highest price growth at 12%, while QDEL experienced the biggest fall at -17%.
Volume
The average weekly volume growth across all stocks in the Ballast Small/Mid Cap ETF ETF was -14%. For the same stocks of the ETF, the average monthly volume growth was 42% and the average quarterly volume growth was 30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 43
Price Growth Rating: 52
SMR Rating: 58
Profit Risk Rating: 54
Seasonality Score: 27 (-100 ... +100)