Notable companies
The most notable companies in this group are Oracle Corp (NYSE:ORCL), Constellation Brands (NYSE:STZ), Enviri Corp (NYSE:NVRI).
Industry description
The investment seeks capital.
The fund uses a value approach in its securities selection process. The adviser emphasizes fundamental corporate considerations related to the prospects of the issuer and its industry. Under normal conditions, the adviser invests at least 80% of the fund's net assets plus amounts borrowed for investment purposes (if any) in securities of companies with an important economic presence in the Greater Western New York Region of New York. The fund is non-diversified.
Market Cap
The average market capitalization across the Bullfinch Greater Western New York MF is 57.34B. The market cap for tickers in the group ranges from 144.9M to 344.88B. ORCL holds the highest valuation in this group at 344.88B. The lowest valued company is ULBI at 144.9M.
Volume
The average weekly volume growth across all stocks in the Bullfinch Greater Western New York MF was -5%. For the same stocks of the MF, the average monthly volume growth was 130% and the average quarterly volume growth was 53%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 70
Price Growth Rating: 36
SMR Rating: 60
Profit Risk Rating: 56
Seasonality Score: -18 (-100 ... +100)