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BRTNX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$76.04
Change
-$0.51 (-0.67%)
Net Assets
107.78M

BRTNX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Bank of America Corp (NYSE:BAC), American Express Company (NYSE:AXP), TJX Companies (NYSE:TJX), AutoZone (NYSE:AZO).

Industry description

The investment seeks long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by investing in a small number of undervalued securities. It invests primarily in common stocks of companies of all sizes. The fund may also invest in other types of equity securities, as well as fixed income securities. It will normally hold a core position of between 15 to 20 securities. The fund may invest a significant portion of its assets in a particular sector. It is non-diversified.

Market Cap

The average market capitalization across the Bretton Fund MF is 592.41B. The market cap for tickers in the group ranges from 4B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DFH at 4B.

Volume

The average weekly volume growth across all stocks in the Bretton Fund MF was -8%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 56
Price Growth Rating: 35
SMR Rating: 34
Profit Risk Rating: 24
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
c/o Mutual Shareholder Services8000 Town Centre Drive, Suite 400Broadview Heights
Phone
1-800-231-2901
Web
www.brettonfund.com