RKSAX Rockefeller US Small Cap Core A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation principally through equity investments in U.S. small capitalization companies. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of U.S. small capitalization companies. Equity securities include common stocks, preferred stocks, rights, depositary receipts such as American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”), and REITs. The fund has the ability to invest up to 20% of its net assets in equity securities of foreign companies, including ADRs and GDRs.

The average market capitalization across the Rockefeller US Small Cap Core A MF is 3.32B. The market cap for tickers in the group ranges from 580.75M to 7.94B. SNEX holds the highest valuation in this group at 7.94B. The lowest valued company is LMB at 580.75M.

The average weekly volume growth across all stocks in the Rockefeller US Small Cap Core A MF was 27%. For the same stocks of the MF, the average monthly volume growth was 39% and the average quarterly volume growth was -1%