Notable companies
The most notable companies in this group are Five Below (NASDAQ:FIVE).
Industry description
The investment seeks long-term capital growth on an after-tax basis.
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 medium and small capitalization companies economically tied to the U.S. The fund invests principally in common stocks of medium and small capitalization U.S. companies. The managers define medium and small capitalization stocks as stocks of those companies represented by the Russell 2500™ Index or within the capitalization range of the Russell 2500™ Index.
Market Cap
The average market capitalization across the Russell Inv Tax-Managed US Mid&Sm Cap S MF is 22B. The market cap for tickers in the group ranges from 2.83B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is KLIC at 2.83B.
Volume
The average weekly volume growth across all stocks in the Russell Inv Tax-Managed US Mid&Sm Cap S MF was -21%. For the same stocks of the MF, the average monthly volume growth was 66% and the average quarterly volume growth was 69%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 34
Price Growth Rating: 49
SMR Rating: 50
Profit Risk Rating: 23
Seasonality Score: 27 (-100 ... +100)