Notable companies
The most notable companies in this group are Dow (NYSE:DOW).
Industry description
The investment seeks to achieve long-term capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of "mid-cap" companies. It seeks to invest in mid cap company stocks that, in the opinion of the Adviser, sell at a substantial discount to their intrinsic value but have solid long-term prospects. Though the fund primarily invests in U.S. listed companies, it may also invest up to 20% of its net assets in shares of foreign companies, through American Depositary Receipts ("ADRs") or dollar-denominated foreign securities. The fund may also invest in real estate investment trusts ("REITs").
Market Cap
The average market capitalization across the Pzena Mid Cap Value Instl MF is 17.34B. The market cap for tickers in the group ranges from 2.96B to 41.01B. DOW holds the highest valuation in this group at 41.01B. The lowest valued company is CNO at 2.96B.
Volume
The average weekly volume growth across all stocks in the Pzena Mid Cap Value Instl MF was 22%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 34
P/E Growth Rating: 55
Price Growth Rating: 53
SMR Rating: 74
Profit Risk Rating: 58
Seasonality Score: 39 (-100 ... +100)