Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Oracle Corp (NYSE:ORCL), Mondelez International (NASDAQ:MDLZ).
Industry description
The investment seeks capital appreciation.
The fund primarily invests in equity securities of domestic companies with large and mid-sized market capitalizations. It may also invest in foreign securities and equity securities of domestic companies with small market capitalizations (defined by the Advisor as those companies with market capitalizations of less than $9 billion). In addition, the fund may invest in domestic fixed-income securities, including high-yield securities (or “junk bonds”).
Market Cap
The average market capitalization across the The BeeHive MF is 1.19T. The market cap for tickers in the group ranges from 94.25B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MDLZ at 94.25B.
Volume
The average weekly volume growth across all stocks in the The BeeHive MF was 4%. For the same stocks of the MF, the average monthly volume growth was 41% and the average quarterly volume growth was -9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 60
Price Growth Rating: 40
SMR Rating: 47
Profit Risk Rating: 21
Seasonality Score: -50 (-100 ... +100)