The most notable companies in this group are Merck & Co (NYSE:MRK), Comcast Corp (NASDAQ:CMCSA), International Business Machines Corp (NYSE:IBM), ConocoPhillips (NYSE:COP), CME Group (NASDAQ:CME), NXP Semiconductors NV (NASDAQ:NXPI), Darden Restaurants (NYSE:DRI).
The investment seeks to achieve long-term capital appreciation by investing in undervalued equity securities.
Under normal conditions, the Advisor seeks to achieve the fund's investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large market capitalization companies and instruments that provide exposure to such securities, including common, preferred and convertible stock and sponsored American Depositary Receipts ("ADRs").
The average market capitalization across the Baywood ValuePlus Institutional MF is 98.65B. The market cap for tickers in the group ranges from 3.03B to 253.86B. MRK holds the highest valuation in this group at 253.86B. The lowest valued company is KTB at 3.03B.
The average weekly volume growth across all stocks in the Baywood ValuePlus Institutional MF was 163%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -42%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 36
P/E Growth Rating: 45
Price Growth Rating: 40
SMR Rating: 59
Profit Risk Rating: 45
Seasonality Score: 25 (-100 ... +100)