Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), TJX Companies (NYSE:TJX).
Industry description
The investment seeks to achieve long-term capital appreciation and to maximize after-tax returns.
The fund invests primarily in a diversified portfolio of common stocks of large- and mid-cap U.S. companies, as well as global companies traded on a U.S. exchange, selected by the Adviser. The fund may invest up to 25% of its net assets in foreign securities and will normally make such investments through the purchase of American Depositary Receipts (“ADRs”).
Market Cap
The average market capitalization across the Barrett Growth Retail MF is 1.47T. The market cap for tickers in the group ranges from 25.71B to 3.37T. NVDA holds the highest valuation in this group at 3.37T. The lowest valued company is ARES at 25.71B.
Volume
The average weekly volume growth across all stocks in the Barrett Growth Retail MF was 1%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 56
Price Growth Rating: 45
SMR Rating: 33
Profit Risk Rating: 9
Seasonality Score: 41 (-100 ... +100)