Industry description
The investment seeks to provide long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. The Adviser seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the Adviser selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.
Market Cap
The average market capitalization across the SouthernSun U.S. Equity, N MF is 8.33B. The market cap for tickers in the group ranges from 1.69B to 28.23B. BR holds the highest valuation in this group at 28.23B. The lowest valued company is USPH at 1.69B.
Volume
The average weekly volume growth across all stocks in the SouthernSun U.S. Equity, N MF was 6%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 41%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 39
Price Growth Rating: 60
SMR Rating: 52
Profit Risk Rating: 45
Seasonality Score: -1 (-100 ... +100)