Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), VISA (NYSE:V), Mastercard (NYSE:MA), Unitedhealth Group (NYSE:UNH), Merck & Co (NYSE:MRK), Philip Morris International (NYSE:PM), Bank of New York Mellon Corp (NYSE:BK), Elevance Health (NYSE:ELV), Kroger Co (The) (NYSE:KR).
Industry description
The investment seeks to provide long-term capital appreciation.
The fund invests primarily in a diversified portfolio of equity securities that the adviser believes offer growth opportunities at a reasonable price. The adviser will pursue an investment blend of equity securities of growth companies and value companies. Although the fund may invest in companies of any market capitalization, the adviser intends to focus its investments in the equity securities of medium to large U.S. companies (defined by the adviser as companies with market capitalizations above $1 billion at the time of investment).
Market Cap
The average market capitalization across the Auxier Focus Institutional MF is 635.56B. The market cap for tickers in the group ranges from 36.34B to 2.86T. MSFT holds the highest valuation in this group at 2.86T. The lowest valued company is KR at 36.34B.
Volume
The average weekly volume growth across all stocks in the Auxier Focus Institutional MF was -28%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 39
P/E Growth Rating: 42
Price Growth Rating: 36
SMR Rating: 40
Profit Risk Rating: 48
Seasonality Score: -5 (-100 ... +100)