Industry description
The investment seeks long-term growth of capital; income is a secondary objective.
The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in equity securities issued by foreign companies.
Market Cap
The average market capitalization across the Wasatch Micro Cap Institutional MF is 2.18B. The market cap for tickers in the group ranges from 393.14M to 4.94B. ROAD holds the highest valuation in this group at 4.94B. The lowest valued company is ESQ at 393.14M.
Volume
The average weekly volume growth across all stocks in the Wasatch Micro Cap Institutional MF was -11%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 21%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 62
Price Growth Rating: 54
SMR Rating: 50
Profit Risk Rating: 30
Seasonality Score: 22 (-100 ... +100)