Industry description
The investment seeks to achieve long-term capital growth.
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies, which the adviser defines as 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, shares of public REITs and MLPs. The adviser will select companies to buy and sell, based on fundamental attributes such as earnings, book value, and cash flow relative to other securities in the index.
Market Cap
The average market capitalization across the Westwood SmallCap Growth Institutional MF is 2.81B. The market cap for tickers in the group ranges from 805.46M to 6.31B. SSD holds the highest valuation in this group at 6.31B. The lowest valued company is SNCY at 805.46M.
Volume
The average weekly volume growth across all stocks in the Westwood SmallCap Growth Institutional MF was 26%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was -25%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 56
Price Growth Rating: 58
SMR Rating: 61
Profit Risk Rating: 61
Seasonality Score: -24 (-100 ... +100)