Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Mastercard (NYSE:MA), Walt Disney Company (The) (NYSE:DIS), Intuit (NASDAQ:INTU), Accenture PLC (NYSE:ACN).
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 advisor will generally invest in common stocks of market-leading companies that show strong capital appreciation potential, have strong and focused management, solid balance sheets and a history of proven results. 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 achieve its investment objective.
Market Cap
The average market capitalization across the Davenport Core Leaders Fund MF is 762.08B. The market cap for tickers in the group ranges from 37.96B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MLM at 37.96B.
Volume
The average weekly volume growth across all stocks in the Davenport Core Leaders Fund MF was 10%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was 74%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 66
Price Growth Rating: 59
SMR Rating: 48
Profit Risk Rating: 36
Seasonality Score: -43 (-100 ... +100)