Notable companies
The most notable companies in this group are Microsoft Corp (null:MSFT), Apple (null:AAPL), Meta Platforms (null:META), Bank of America Corp (null:BAC), Netflix (null:NFLX), Walt Disney Company (The) (null:DIS), Wells Fargo & Co (null:WFC), Comcast Corp (null:CMCSA), American Express Company (null:AXP), American International Group (null:AIG).
Industry description
The investment seeks growth of capital.
Under normal circumstances, the fund invests at least 80% of the value of its net assets in equity securities (principally common stock) of domestic companies with medium to large market capitalizations (“80% Policy”).
Market Cap
The average market capitalization across the Copley Fund MF is 839.06B. The market cap for tickers in the group ranges from 53.23B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AIG at 53.23B.
Volume
The average weekly volume growth across all stocks in the Copley Fund MF was -13%. For the same stocks of the MF, the average monthly volume growth was -10% 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: 67
P/E Growth Rating: 56
Price Growth Rating: 24
SMR Rating: 33
Profit Risk Rating: 38
Seasonality Score: 40 (-100 ... +100)