Industry description
The investment seeks capital appreciation and, secondarily, to derive income from short term liquid securities.
The fund seeks to achieve its investment objective of capital appreciation by investing at least 80% of its net assets in micro-cap companies. It generally invests between 80-100% of its assets in equity securities of U.S. companies that the adviser believes are currently undervalued and have the potential for capital appreciation.
Market Cap
The average market capitalization across the North Star Micro Cap I MF is 1.15B. The market cap for tickers in the group ranges from 171.18M to 2.88B. BOOT holds the highest valuation in this group at 2.88B. The lowest valued company is ACU at 171.18M.
Volume
The average weekly volume growth across all stocks in the North Star Micro Cap I MF was 7%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -20%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 54
Price Growth Rating: 45
SMR Rating: 46
Profit Risk Rating: 26
Seasonality Score: 20 (-100 ... +100)