Industry description
The investment seeks to provide capital appreciation.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in the equity securities of small-capitalization companies. Small-capitalization companies are defined for this purpose as companies with market capitalizations at the time of purchase between the lesser of $100 million or the market capitalization of the smallest company included in the Bloomberg US 2000 Index and the greater of $4 billion or the market capitalization of the largest company included in the Bloomberg US 2000 Index.
Market Cap
The average market capitalization across the Penn Capital Special Sits Sm Cp Eq Inst MF is 4.79B. The market cap for tickers in the group ranges from 1.06B to 8.91B. NCLH holds the highest valuation in this group at 8.91B. The lowest valued company is GDEN at 1.06B.
Volume
The average weekly volume growth across all stocks in the Penn Capital Special Sits Sm Cp Eq Inst MF was 32%. For the same stocks of the MF, the average monthly volume growth was 9% 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: 66
P/E Growth Rating: 45
Price Growth Rating: 42
SMR Rating: 38
Profit Risk Rating: 50
Seasonality Score: 18 (-100 ... +100)