Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Bank of America Corp (NYSE:BAC), Cisco Systems (NASDAQ:CSCO), Coca-Cola Company (NYSE:KO), PepsiCo (NASDAQ:PEP), AT&T (NYSE:T).
Industry description
The investment seeks long-term capital appreciation.
The fund seeks to achieve its investment objective through a multi-asset trading strategy (the “Welton Advantage Multi-Strategy”) that invests in domestic equity securities along with a group of global derivative markets spanning four major market sectors. It invests in futures and options on futures contracts of traditional commodities, currencies, equity indices, and interest rates. The fund is non-diversified.
Market Cap
The average market capitalization across the Catalyst/Welton Advantage Mlt-Stgy A MF is 897.66B. The market cap for tickers in the group ranges from 168.43B to 4.46T. AAPL holds the highest valuation in this group at 4.46T. The lowest valued company is T at 168.43B.
Volume
The average weekly volume growth across all stocks in the Catalyst/Welton Advantage Mlt-Stgy A MF was 9%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -34%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 47
P/E Growth Rating: 58
Price Growth Rating: 39
SMR Rating: 27
Profit Risk Rating: 41
Seasonality Score: -41 (-100 ... +100)