The most notable companies in this group are Diamondback Energy (NASDAQ:FANG), Western Digital Corp (NASDAQ:WDC), Transocean Ltd (NYSE:RIG), Spirit Aerosystems Holdings (NYSE:SPR).
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 equity securities of mid-capitalization companies. Mid-capitalization companies are defined for this purpose as companies with market capitalizations at the time of purchase between the lesser of $2 billion or the market capitalization of the smallest company included in the Bloomberg US 2500 Index, and the greater of $20 billion or the market capitalization of the largest company included in the Bloomberg US 2500 Index.
The average market capitalization across the Penn Capital Mid Cap Core Inst MF is 9.89B. The market cap for tickers in the group ranges from 1.56B to 27.34B. FANG holds the highest valuation in this group at 27.34B. The lowest valued company is HEES at 1.56B.
The average weekly volume growth across all stocks in the Penn Capital Mid Cap Core Inst MF was 4%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was -7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 58
Price Growth Rating: 50
SMR Rating: 55
Profit Risk Rating: 60
Seasonality Score: -14 (-100 ... +100)