The investment seeks to provide long-term capital appreciation with less volatility than the U.S. small company market.
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It invests mainly in common stocks, but it may also invest in ETFs. The fund may invest in cash or money market instruments for the purpose of meeting redemption requests or making other anticipated cash payments.
The average market capitalization across the Mesirow Small Company Institutional MF is 5.3B. The market cap for tickers in the group ranges from 2.26B to 14.15B. XPO holds the highest valuation in this group at 14.15B. The lowest valued company is CALX at 2.26B.
The average weekly volume growth across all stocks in the Mesirow Small Company Institutional MF was -2%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 50
Price Growth Rating: 52
SMR Rating: 62
Profit Risk Rating: 59
Seasonality Score: -57 (-100 ... +100)