The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index of growth stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
|DOCU||DocuSign, Inc||0.98 %|
|TYL||Tyler Technologies, Inc||0.88 %|
|WST||West Pharmaceutical Services, Inc||0.85 %|
|TDOC||Teladoc Health, Inc||0.85 %|
|TDY||Teledyne Technologies Incorporated||0.82 %|
|PODD||Insulet Corporation||0.77 %|
|ELS||Equity LifeStyle Properties, Inc||0.75 %|
|ZBRA||Zebra Technologies Corporation||0.75 %|
|EPAM||EPAM Systems, Inc||0.73 %|
|COUP||Coupa Software Incorporated||0.66 %|
|IWO||iShares Russell 2000 Growth ET..||0.24 %||
|SLYG||SPDR S&P 600 Small Cap Growth ..||0.15 %||
|VIOG||Vanguard S&P Small-Cap 600 Gro..||0.16 %||
|JKK||iShares Morningstar Small-Cap ..||0.30 %||
|RZG||Invesco S&P SmallCap 600 Pure ..||0.35 %||
|PXSG||Invesco S&P SmallCap Momentum ..||0.39 %||
|XSMO||Invesco S&P SmallCap Momentum ..||0.39 %||
|PQSG||PGIM QMA Strategic Alpha Small..||0.29 %||
|Market Performance vs.
Industry/Classification (Small Growth)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||11.60%||86%||B||63%||D|
|Risk Adjusted Return||105.68%||100%||A+||81%||B-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company had positive total free cash flow in the most recent four quarters.
The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
There is nothing we particularly dislike