The investment seeks long-term capital growth.
The fund invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund will generally hold between 30 and 40 common stocks.
The average market capitalization across the River Oak Discovery MF is 3.17B. The market cap for tickers in the group ranges from 717.71M to 6.42B. AIT holds the highest valuation in this group at 6.42B. The lowest valued company is BBSI at 717.71M.
The average weekly volume growth across all stocks in the River Oak Discovery MF was -4%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 41
Price Growth Rating: 51
SMR Rating: 65
Profit Risk Rating: 44
Seasonality Score: 17 (-100 ... +100)