Industry description
The investment seeks capital appreciation.
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000® Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).
Market Cap
The average market capitalization across the Wilshire Small Company Value Instl MF is 2.8B. The market cap for tickers in the group ranges from 1.23B to 5.44B. OZK holds the highest valuation in this group at 5.44B. The lowest valued company is ENOV at 1.23B.
Volume
The average weekly volume growth across all stocks in the Wilshire Small Company Value Instl MF was -23%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was 146%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 77
Price Growth Rating: 45
SMR Rating: 60
Profit Risk Rating: 84
Seasonality Score: 44 (-100 ... +100)