Industry description
The investment seeks maximum capital appreciation, consistent with reasonable risk to principal, by investing primarily in small-capitalization companies.
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-cap companies. The manager focuses on U.S. companies with total market capitalizations (number of shares outstanding multiplied by share price) that at the time of initial purchase fall within the range of companies in the Russell Microcap Index at reconstitution each June.
Market Cap
The average market capitalization across the Rice Hall James Micro Cap Instl MF is 2.07B. The market cap for tickers in the group ranges from 603.85M to 3.93B. CBZ holds the highest valuation in this group at 3.93B. The lowest valued company is PNTG at 603.85M.
Volume
The average weekly volume growth across all stocks in the Rice Hall James Micro Cap Instl MF was -8%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 76%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 69
P/E Growth Rating: 47
Price Growth Rating: 52
SMR Rating: 53
Profit Risk Rating: 32
Seasonality Score: -29 (-100 ... +100)