Industry description
The investment seeks to achieve long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of "small-cap" companies. The adviser defines a "small-cap" company as an issuer whose market capitalization at the time of initial purchase is in the range of those found in the Russell 2000® Index during the most recent 11-month period (based on month-end data) plus the most recent data during the current month ("small cap companies").
Market Cap
The average market capitalization across the Pzena Small Cap Value Investor MF is 2.24B. The market cap for tickers in the group ranges from 1.06B to 7.03B. OLN holds the highest valuation in this group at 7.03B. The lowest valued company is MRC at 1.06B.
Volume
The average weekly volume growth across all stocks in the Pzena Small Cap Value Investor MF was 27%. For the same stocks of the MF, the average monthly volume growth was 78% and the average quarterly volume growth was 37%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 48
P/E Growth Rating: 43
Price Growth Rating: 54
SMR Rating: 73
Profit Risk Rating: 62
Seasonality Score: 7 (-100 ... +100)