Industry description
The investment seeks long-term capital growth.
The fund seeks to achieve its investment objective by investing primarily in the equity securities (common stocks, preferred stocks and convertible securities) of small capitalization U.S. companies. Under normal circumstances, it will invest at least 80% of its assets (for the purpose of this requirement, net assets include net assets plus any borrowings for investment purposes) in equity securities of companies with small market capitalization.
Market Cap
The average market capitalization across the FPA Queens Road Small Cap Value Instl MF is 6.58B. The market cap for tickers in the group ranges from 2.48B to 9.88B. SNX holds the highest valuation in this group at 9.88B. The lowest valued company is IDCC at 2.48B.
Volume
The average weekly volume growth across all stocks in the FPA Queens Road Small Cap Value Instl MF was 304%. For the same stocks of the MF, the average monthly volume growth was 272% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 57
Price Growth Rating: 54
SMR Rating: 44
Profit Risk Rating: 34
Seasonality Score: 29 (-100 ... +100)