Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), ConocoPhillips (NYSE:COP).
Industry description
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income.
The fund pursues its investment objective by normally investing 60% of its assets in equity securities and 40% of its assets in fixed-income securities and cash equivalents. Equity securities in which the fund may invest include common stocks and preferred stocks. Its fixed-income investments may reflect a broad range of credit qualities and may include corporate debt securities, U.S. government obligations, agency mortgage-backed securities, asset-backed securities, and bank loans.
Market Cap
The average market capitalization across the ALPS/Smith Balanced Opportunity Inv MF is 1.67T. The market cap for tickers in the group ranges from 151.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is COP at 151.38B.
Volume
The average weekly volume growth across all stocks in the ALPS/Smith Balanced Opportunity Inv MF was -23%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 53
Price Growth Rating: 46
SMR Rating: 25
Profit Risk Rating: 10
Seasonality Score: -2 (-100 ... +100)