Notable companies
The most notable companies in this group are Domino's Pizza (NYSE:DPZ), Chord Energy Corp (NASDAQ:CHRD).
Industry description
The investment seeks long-term capital appreciation.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, and master limited partnerships ("MLPs").
Market Cap
The average market capitalization across the Westwood Quality SMidCap Fund Inst MF is 9.39B. The market cap for tickers in the group ranges from 2.98B to 22.28B. HUBB holds the highest valuation in this group at 22.28B. The lowest valued company is PIPR at 2.98B.
Volume
The average weekly volume growth across all stocks in the Westwood Quality SMidCap Fund Inst MF was 69%. For the same stocks of the MF, the average monthly volume growth was 44% and the average quarterly volume growth was 29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 40
Price Growth Rating: 46
SMR Rating: 52
Profit Risk Rating: 24
Seasonality Score: 4 (-100 ... +100)