The most notable companies in this group are Lattice Semiconductor Corp (NASDAQ:LSCC).
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.
The average market capitalization across the Yorktown Small-Cap Institutional MF is 5.85B. The market cap for tickers in the group ranges from 1.42B to 18.4B. LPLA holds the highest valuation in this group at 18.4B. The lowest valued company is PERI at 1.42B.
The average weekly volume growth across all stocks in the Yorktown Small-Cap Institutional MF was -64%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 15%
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: 56
Price Growth Rating: 53
SMR Rating: 49
Profit Risk Rating: 36
Seasonality Score: -10 (-100 ... +100)