Sentences with phrase «category average market cap»

Finally, this ETF tends to focus on buying and holding mostly small cap biotech stocks, as the average company in this ETF has a market cap of roughly $ 2 billion, which is dwarfed but its category average market cap, which rings in closer to $ 35 billion.

Not exact matches

The fund has an average market cap of just under $ 18 billion, which is significantly lower than its benchmark ($ 43 billion for the Russell 1000) and the category average ($ 56 billion), according to data from Morningstar.

Funds in the Canadian Small / Mid Cap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshoCap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshocap threshold.

Funds in the Canadian Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

Funds in the Canadian Focused Equity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

I filtered out ADRs, non-US companies, companies in the miscellaneous financial services industry category (to mainly filter out closed - end funds), stocks trading below $ 2, market caps less than $ 433 million (approximately matching the average cut - off Tortoriello used), and companies that did not have a current fiscal year earnings to price ratio due to missing data.

REITs are generally quite different from the small - cap value segment of the non-REIT stock market: the long - term average performance of the two categories is very similar, but REITs have usually been less volatile and the correlation between them has typically been only about 70 percent.