Notable companies
The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST).
Industry description
The investment seeks long-term risk-adjusted growth.
The fund is designed to pursue risk-adjusted growth by maintaining an efficient portfolio exhibiting lower or decreasing portfolio volatility throughout variable market environments. The adviser employs a tactical methodology to adjust the portfolio's asset allocation and diversification to the changing market conditions. The fund will utilize broadly diversified liquid securities traded on major exchanges, primarily exchange traded funds ("ETFs").
Market Cap
The average market capitalization across the Canterbury Portfolio Thermostat I MF is 105.89B. The market cap for tickers in the group ranges from 59.25B to 427.13B. COST holds the highest valuation in this group at 427.13B. The lowest valued company is ROP at 59.25B.
Volume
The average weekly volume growth across all stocks in the Canterbury Portfolio Thermostat I MF was 0%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -33%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 86
P/E Growth Rating: 42
Price Growth Rating: 28
SMR Rating: 50
Profit Risk Rating: 15
Seasonality Score: -14 (-100 ... +100)