Industry description
The investment seeks to provide long-term capital growth.
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in small capitalization equity securities economically tied to the U.S. It invests principally in common stocks of small capitalization U.S. companies, some of which are also considered micro capitalization U.S. companies. The managers define small capitalization stocks as stocks of those companies represented by the Russell 2000® Index or within the capitalization range of the Russell 2000® Index.
Market Cap
The average market capitalization across the Russell Inv US Small Cap Equity A MF is 9.51B. The market cap for tickers in the group ranges from 427.15M to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is ARIS at 427.15M.
Volume
The average weekly volume growth across all stocks in the Russell Inv US Small Cap Equity A MF was -35%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 60%
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: 57
Price Growth Rating: 50
SMR Rating: 68
Profit Risk Rating: 50
Seasonality Score: 16 (-100 ... +100)