Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Analog Devices (NASDAQ:ADI).
Industry description
The investment seeks long-term growth of capital.
Under normal circumstances, the fund will invest at least 80% of its net assets in common stocks. The Adviser attempts to control risk through diversification among major market sectors, but at times, may emphasize a particular business sector. The Adviser does not limit the fund to any particular capitalization requirement. It may invest a portion of its assets in small, unseasoned companies. It may invest up to 30% of its net assets in common stocks of foreign issuers when, in the Advisor's opinion, such investments would be advantageous to the fund and help The fund achieves its investment objective.
Market Cap
The average market capitalization across the Davenport Core Leaders Fund MF is 1.54T. The market cap for tickers in the group ranges from 48.54B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is ROK at 48.54B.
Volume
The average weekly volume growth across all stocks in the Davenport Core Leaders Fund MF was 22%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -65%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 52
P/E Growth Rating: 69
Price Growth Rating: 48
SMR Rating: 40
Profit Risk Rating: 52
Seasonality Score: -51 (-100 ... +100)