Industry description
The investment seeks long-term growth of capital.
Under normal circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of small cap companies. “Equity securities” for this purpose include all types of equity securities, whether issued by U.S. or non-U.S. issuers, although the fund invests primarily in common stocks of U.S. issuers.
Market Cap
The average market capitalization across the Embark Small Cap Equity Retirement MF is 3.49B. The market cap for tickers in the group ranges from 1.13B to 7.57B. AXTA holds the highest valuation in this group at 7.57B. The lowest valued company is BXC at 1.13B.
Volume
The average weekly volume growth across all stocks in the Embark Small Cap Equity Retirement MF was 23%. For the same stocks of the MF, the average monthly volume growth was -40% and the average quarterly volume growth was 44%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 56
Price Growth Rating: 58
SMR Rating: 74
Profit Risk Rating: 61
Seasonality Score: 11 (-100 ... +100)