Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by small and mid-capitalization companies. Its investment strategy utilizes the Adviser's proprietary Private Market Value ("PMV") methodology to determine a company's true intrinsic value, which is the amount an acquirer would be willing to pay for the entire company. The fund may invest up to 20% of its net assets in securities of real estate investment trusts and securities of other investment companies, including exchange-traded funds.
Market Cap
The average market capitalization across the Reinhart Genesis PMV Investor MF is 5.86B. The market cap for tickers in the group ranges from 1.32B to 23.62B. FCNCA holds the highest valuation in this group at 23.62B. The lowest valued company is MMI at 1.32B.
Volume
The average weekly volume growth across all stocks in the Reinhart Genesis PMV Investor MF was 18%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 110%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 52
Price Growth Rating: 47
SMR Rating: 42
Profit Risk Rating: 49
Seasonality Score: 11 (-100 ... +100)