Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Costco Wholesale Corp (NASDAQ:COST), ConocoPhillips (NYSE:COP).
Industry description
The investment seeks long-term appreciation through growth of principal and income.
The fund will invest primarily in large capitalization common stocks that in the opinion of the fund's adviser, Bradley, Foster & Sargent, Inc. (the "Adviser"), appear to be high quality and attractively valued companies. Equity securities in which the fund may invest include common stocks and common stock equivalents and shares of other investment companies (including open-end and closed-end funds and exchange-traded funds ("ETFs")) whose portfolios primarily consist of equity securities.
Market Cap
The average market capitalization across the BFS Equity Institutional MF is 1.63T. 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 BFS Equity Institutional MF was 14%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 170%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 63
Price Growth Rating: 51
SMR Rating: 25
Profit Risk Rating: 19
Seasonality Score: -2 (-100 ... +100)