Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Bank of America Corp (NYSE:BAC), Walt Disney Company (The) (NYSE:DIS), McDonald's Corp (NYSE:MCD), Uber Technologies (NYSE:UBER).
Industry description
The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests primarily in equity securities that are believed by the Adviser to be intrinsically undervalued, including common stock, preferred stock or securities convertible into or exchangeable for common stock. Intrinsic value, as the Adviser defines it, is the estimated current worth that would accrue to the stockholders of a company, either through liquidation of corporate assets upon termination of operations, or through the sale or merger of the entire enterprise as a continuing business.
Market Cap
The average market capitalization across the Boyar Value MF is 560.87B. The market cap for tickers in the group ranges from 4.42B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MSGS at 4.42B.
Volume
The average weekly volume growth across all stocks in the Boyar Value MF was 44%. For the same stocks of the MF, the average monthly volume growth was 58% and the average quarterly volume growth was 82%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 55
Price Growth Rating: 32
SMR Rating: 36
Profit Risk Rating: 33
Seasonality Score: 34 (-100 ... +100)