Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Pioneer Natural Resource Co (null:PXD), Energy Transfer LP (NYSE:ET).
Industry description
The investment seeks total return, from both appreciation of value and generation of current income, within the context of preservation of capital.
The fund invests primarily in a portfolio of (i) equity securities that the adviser believes are undervalued, (ii) debt securities that offer appropriate current returns that are commensurate with related risks and (iii) private equity, based on risk and return attributes as dictated by broad market and economic conditions. It normally invests approximately 40% to 60% of the fund's total assets in equity securities and 40% to 60% in fixed income securities.
Market Cap
The average market capitalization across the Concorde Wealth Management MF is 806.06B. The market cap for tickers in the group ranges from 3.36B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BSM at 3.36B.
Volume
The average weekly volume growth across all stocks in the Concorde Wealth Management MF was 65%. For the same stocks of the MF, the average monthly volume growth was 91% and the average quarterly volume growth was 162%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 45
P/E Growth Rating: 47
Price Growth Rating: 45
SMR Rating: 35
Profit Risk Rating: 14
Seasonality Score: -23 (-100 ... +100)