Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of small capitalization U.S. companies that the adviser believes have the potential for capital appreciation. Small capitalization companies are defined as those with market capitalizations of $2.5 billion or less at the time of purchase. Under normal circumstances, it will invest at least 80% of its net assets plus any borrowing for investment purposes in common stocks of small capitalization companies.
Market Cap
The average market capitalization across the North Star Small Cap Value Institutional MF is 3.91B. The market cap for tickers in the group ranges from 743.15M to 12.6B. FIX holds the highest valuation in this group at 12.6B. The lowest valued company is HCKT at 743.15M.
Volume
The average weekly volume growth across all stocks in the North Star Small Cap Value Institutional MF was 63%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 177%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 24
Price Growth Rating: 63
SMR Rating: 62
Profit Risk Rating: 18
Seasonality Score: 2 (-100 ... +100)