Notable companies
The most notable companies in this group are CyberArk Software Ltd (null:CYBR).
Industry description
The investment seeks long-term capital appreciation.
Under normal conditions, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small and mid-sized companies that meet the Adviser's Environmental, Social, and Governance ("ESG") criteria. The Adviser defines small- and mid-cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the S&P 1000® Index.
Market Cap
The average market capitalization across the Trillium ESG Small/Mid Cap Institutional MF is 15.14B. The market cap for tickers in the group ranges from 4.39B to 31.93B. WAB holds the highest valuation in this group at 31.93B. The lowest valued company is MMSI at 4.39B.
Volume
The average weekly volume growth across all stocks in the Trillium ESG Small/Mid Cap Institutional MF was -4%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was -17%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 83
P/E Growth Rating: 50
Price Growth Rating: 42
SMR Rating: 41
Profit Risk Rating: 22
Seasonality Score: 47 (-100 ... +100)