Notable companies
The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST), Home Depot (NYSE:HD), Marriott International (NASDAQ:MAR), Ulta Beauty (NASDAQ:ULTA).
Industry description
The investment seeks long-term capital appreciation.
The fund seeks to achieve its investment objective by combining a tactical allocation process intended to offer downside protection during significant market declines, with individual stock selection. The sub-advisor uses a proprietary quantitative risk model that seeks to remain fully invested in equities continuously, during bull market conditions, and to shift defensive only during sustained periods of heightened equity market risk.
Market Cap
The average market capitalization across the Catalyst/Lyons Tactical Allocation I MF is 120.44B. The market cap for tickers in the group ranges from 8.82B to 423.51B. COST holds the highest valuation in this group at 423.51B. The lowest valued company is CROX at 8.82B.
Volume
The average weekly volume growth across all stocks in the Catalyst/Lyons Tactical Allocation I MF was 208%. For the same stocks of the MF, the average monthly volume growth was 176% and the average quarterly volume growth was 51%
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: 49
Price Growth Rating: 46
SMR Rating: 22
Profit Risk Rating: 19
Seasonality Score: -15 (-100 ... +100)