Industry description
The investment seeks to provide capital appreciation.
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of micro-capitalization companies. The fund's managers consider micro-capitalization companies to be companies with market capitalizations generally within the ranges of the Russell Microcap® Index at the time of purchase.
Market Cap
The average market capitalization across the North Square Kennedy MicroCap I MF is 3.1B. The market cap for tickers in the group ranges from 266.04M to 12.71B. AAOI holds the highest valuation in this group at 12.71B. The lowest valued company is NATR at 266.04M.
Volume
The average weekly volume growth across all stocks in the North Square Kennedy MicroCap I MF was -28%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was 117%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 54
Price Growth Rating: 52
SMR Rating: 71
Profit Risk Rating: 61
Seasonality Score: -36 (-100 ... +100)