Industry description
The investment seeks long-term capital growth.
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 small capitalization (“small cap”) companies. For purposes of the 80% policy, the manager considers small cap companies to be those whose market capitalization falls within the range of the Russell 2000 ® Value Index at the time of initial purchase.
Market Cap
The average market capitalization across the Empower Small Cap Value Instl MF is 6.18B. The market cap for tickers in the group ranges from 2.07B to 10.63B. CLH holds the highest valuation in this group at 10.63B. The lowest valued company is AGM at 2.07B.
Volume
The average weekly volume growth across all stocks in the Empower Small Cap Value Instl MF was -30%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was 33%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 61
P/E Growth Rating: 49
Price Growth Rating: 50
SMR Rating: 29
Profit Risk Rating: 33
Seasonality Score: 20 (-100 ... +100)