The investment seeks long-term growth of capital.
The fund will normally invest at least 60% of its net assets in equity and equity related securities and up to 40% of its total assets in fixed-income instruments. It may also invest in cash and cash equivalents. The fund primarily invests its assets in common stocks (and securities convertible into common stocks) of U.S. and foreign companies. It may also invest up to 10% of its total assets in precious metals such as gold or silver, or in instruments related to such precious metals such as commodity contracts, options on such contracts, structured notes and ETFs.
The average market capitalization across the Centerstone Investors A MF is 23B. The market cap for tickers in the group ranges from 3.43B to 58.16B. ORLY holds the highest valuation in this group at 58.16B. The lowest valued company is AI at 3.43B.
The average weekly volume growth across all stocks in the Centerstone Investors A MF was 34%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -30%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 48
Price Growth Rating: 48
SMR Rating: 59
Profit Risk Rating: 64
Seasonality Score: 16 (-100 ... +100)