COPLX Copley Fund Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), Bank of America Corp (NYSE:BAC), Netflix (NASDAQ:NFLX), Walt Disney Company (The) (NYSE:DIS), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), American Express Company (NYSE:AXP), American International Group (NYSE:AIG).

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”).

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.

The average weekly volume growth across all stocks in the Copley Fund MF was -10%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -10%