Notable companies
The most notable companies in this group are Palo Alto Networks Inc (NASDAQ:PANW), Guardant Health (NASDAQ:GH).
Industry description
The investment seeks to achieve long term capital appreciation.
The fund seeks to achieve its investment objective by investing in U.S. listed securities with market capitalization within the range of the targeted benchmark, the Russell 2000 Index. Under normal circumstances, it invests at least 80% of its assets (plus the amount of any borrowings for investment purposes) in small cap companies. The fund may hold up to 15% of its assets in American Depositary Receipts (ADRs). Typically, it invests in approximately 40-60 stocks that pass the fund's Investment Manager's stringent quantitative and fundamental criteria.
Market Cap
The average market capitalization across the Yorktown Small-Cap Institutional MF is 25.16B. The market cap for tickers in the group ranges from 1.93B to 291.66B. PANW holds the highest valuation in this group at 291.66B. The lowest valued company is PDFS at 1.93B.
Volume
The average weekly volume growth across all stocks in the Yorktown Small-Cap Institutional MF was 1%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was -38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 34
Price Growth Rating: 44
SMR Rating: 67
Profit Risk Rating: 49
Seasonality Score: -32 (-100 ... +100)