Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000® 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 exchange-traded funds ("ETFs"), real estate investment trusts and master limited partnerships.
Market Cap
The average market capitalization across the Westwood Quality SmallCap Fund Inst MF is 2.59B. The market cap for tickers in the group ranges from 1.49B to 5.03B. ASO holds the highest valuation in this group at 5.03B. The lowest valued company is FBNC at 1.49B.
Volume
The average weekly volume growth across all stocks in the Westwood Quality SmallCap Fund Inst MF was -8%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was 7%
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: 46
Price Growth Rating: 49
SMR Rating: 28
Profit Risk Rating: 67
Seasonality Score: 35 (-100 ... +100)