Notable companies
The most notable companies in this group are Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Generac Holdings (NYSE:GNRC).
Industry description
The investment seeks long-term capital appreciation.
The fund will, under normal circumstances, invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of mid-capitalization (“mid cap”) companies. For purposes of the 80% policy, the fund considers mid cap companies to be those whose market capitalization falls within the range of the Russell Midcap ® Index at the time of initial purchase. The fund generally holds between 25-45 securities in its portfolio.
Market Cap
The average market capitalization across the Empower Ariel Mid Cap Value Instl MF is 36.6B. The market cap for tickers in the group ranges from 6.81B to 134.2B. GS holds the highest valuation in this group at 134.2B. The lowest valued company is MAT at 6.81B.
Volume
The average weekly volume growth across all stocks in the Empower Ariel Mid Cap Value Instl MF was 4%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -24%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 50
Price Growth Rating: 41
SMR Rating: 47
Profit Risk Rating: 55
Seasonality Score: -20 (-100 ... +100)