The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Nextera Energy Inc (NASDAQ:NEE).
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its assets in long and short positions in equity and equity related securities of U.S. and non-U.S. companies with market capitalizations at the time of initial purchase within the range of those in the S&P 500 Index that are publicly traded on a U.S. securities market. Equity and equity related securities include: common and preferred stocks, and warrants on common stock. It will hold long equity securities that the Adviser has identified as undervalued and take short positions in equity securities that the Adviser has identified as overvalued or poised for underperformance.
The average market capitalization across the CRM Long/Short Opportunities Instl MF is 152.53B. The market cap for tickers in the group ranges from 3.6B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is ACA at 3.6B.
The average weekly volume growth across all stocks in the CRM Long/Short Opportunities Instl MF was -19%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 26%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 60
Price Growth Rating: 43
SMR Rating: 54
Profit Risk Rating: 47
Seasonality Score: 30 (-100 ... +100)