Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH).
Industry description
The investment seeks current income; long-term growth of capital is a secondary objective.
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a mix of growth equity securities and income producing securities, with no minimum or maximum investment requirements specified for either category. The fund may invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts (“ADRs”) and securities of foreign companies that are traded on U.S. stock exchanges.
Market Cap
The average market capitalization across the Buffalo Growth & Income Inst MF is 1.17T. The market cap for tickers in the group ranges from 3.28B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is VNOM at 3.28B.
Volume
The average weekly volume growth across all stocks in the Buffalo Growth & Income Inst MF was 36%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was 34%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 52
Price Growth Rating: 42
SMR Rating: 40
Profit Risk Rating: 14
Seasonality Score: 26 (-100 ... +100)