Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Oracle Corp (NYSE:ORCL), PepsiCo (NASDAQ:PEP), Adobe (NASDAQ:ADBE), ZOETIS (NYSE:ZTS).
Industry description
The investment seeks to maximize long-term capital appreciation, while incorporating Catholic values investing principles in the investment process.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues and/or earnings, above-average returns on shareholders' equity, potential for above-average capital appreciation, and/or companies the Adviser believes have attractive relative valuations.
Market Cap
The average market capitalization across the LKCM Aquinas Catholic Equity MF is 1.19T. The market cap for tickers in the group ranges from 3B to 4.17T. AAPL holds the highest valuation in this group at 4.17T. The lowest valued company is ASO at 3B.
Volume
The average weekly volume growth across all stocks in the LKCM Aquinas Catholic Equity MF was 122%. For the same stocks of the MF, the average monthly volume growth was 354% and the average quarterly volume growth was 882%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 37
P/E Growth Rating: 67
Price Growth Rating: 59
SMR Rating: 31
Profit Risk Rating: 68
Seasonality Score: 37 (-100 ... +100)