Industry description
The investment seeks capital appreciation.
The fund pursues its investment objective by applying a hybrid research process which uses both quantitative and qualitative criteria. It will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in a diversified portfolio of equity securities of small capitalization companies, with an emphasis on equity securities of U.S. issuers. The fund may engage in short-sale transactions up to 25% of its net assets. It also may invest in equity securities of Canadian issuers and American Depository Receipts.
Market Cap
The average market capitalization across the Zacks Small-Cap Core Institutional MF is 3.4B. The market cap for tickers in the group ranges from 602.49M to 8.55B. SSD holds the highest valuation in this group at 8.55B. The lowest valued company is HBT at 602.49M.
Volume
The average weekly volume growth across all stocks in the Zacks Small-Cap Core Institutional MF was 445%. For the same stocks of the MF, the average monthly volume growth was 537% and the average quarterly volume growth was 406%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 50
Price Growth Rating: 46
SMR Rating: 52
Profit Risk Rating: 35
Seasonality Score: -15 (-100 ... +100)