Industry description
The investment seeks to provide long-term capital appreciation.
Under normal circumstances,the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, measured at the time of purchase in small-capitalization securities. The fund typically invests in 20-40 companies that the Adviser believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.
Market Cap
The average market capitalization across the SouthernSun Small Cap, I MF is 4.37B. The market cap for tickers in the group ranges from 1.69B to 9.18B. AGCO holds the highest valuation in this group at 9.18B. The lowest valued company is USPH at 1.69B.
Volume
The average weekly volume growth across all stocks in the SouthernSun Small Cap, I MF was -27%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 12%
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: 39
Price Growth Rating: 50
SMR Rating: 53
Profit Risk Rating: 41
Seasonality Score: -19 (-100 ... +100)