Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Bank of America Corp (NYSE:BAC), Morgan Stanley (NYSE:MS), Dell Technologies (NYSE:DELL), Goldman Sachs Group (NYSE:GS), Walt Disney Company (The) (NYSE:DIS), MARATHON PETROLEUM Corp (NYSE:MPC).
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 1.1T. The market cap for tickers in the group ranges from 100.08B to 4.46T. AAPL holds the highest valuation in this group at 4.46T. The lowest valued company is MPC at 100.08B.
Volume
The average weekly volume growth across all stocks in the Copley Fund MF was -8%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -50%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 54
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 35
Seasonality Score: -28 (-100 ... +100)