BFSIX BFS Equity Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Caterpillar (NYSE:CAT), Boeing Company (NYSE:BA), Pfizer (NYSE:PFE).

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.

The average market capitalization across the BFS Equity Institutional MF is 2.02T. The market cap for tickers in the group ranges from 159.36B to 5.25T. NVDA holds the highest valuation in this group at 5.25T. The lowest valued company is PFE at 159.36B.

The average weekly volume growth across all stocks in the BFS Equity Institutional MF was 29%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -57%