Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG).
Industry description
The investment seeks long-term capital appreciation with the preservation of capital.
The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.
Market Cap
The average market capitalization across the Beck Mack + Oliver Partners MF is 545.88B. The market cap for tickers in the group ranges from 3.55B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is RDNT at 3.55B.
Volume
The average weekly volume growth across all stocks in the Beck Mack + Oliver Partners MF was -4%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was -1%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 65
Price Growth Rating: 41
SMR Rating: 52
Profit Risk Rating: 22
Seasonality Score: -43 (-100 ... +100)