Notable companies
The most notable companies in this group are Costco Wholesale Corp (NASDAQ:COST), International Business Machines Corp (NYSE:IBM), Amgen (NASDAQ:AMGN), Regeneron Pharmaceuticals (NASDAQ:REGN).
Industry description
The investment seeks long-term growth of capital.
The fund seeks to achieve its investment objective by purchasing equity securities of U.S. companies that the Adviser believes are undervalued and likely to appreciate. It generally seeks to purchase common stocks of companies that are constituents of the S&P 500® Index. The fund may invest across different industries and sectors. The Adviser selects securities for purchase and sale using its proprietary ROTA/ROME® investment selection and portfolio construction methodology. ROTA/ROME® focuses on a company's Return on Total Assets and Return on Market Value of Equity.
Market Cap
The average market capitalization across the AXS Alternative Value Institutional MF is 114.43B. The market cap for tickers in the group ranges from 16.57B to 399.44B. COST holds the highest valuation in this group at 399.44B. The lowest valued company is AKAM at 16.57B.
Volume
The average weekly volume growth across all stocks in the AXS Alternative Value Institutional MF was -30%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -18%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 57
Price Growth Rating: 36
SMR Rating: 50
Profit Risk Rating: 15
Seasonality Score: -35 (-100 ... +100)