Notable companies
The most notable companies in this group are Mastercard (NYSE:MA), Charles Schwab Corp (The) (NYSE:SCHW), Nextera Energy Inc (NYSE:NEE), Bristol-Myers Squibb Co (NYSE:BMY), EOG Resources (NYSE:EOG).
Industry description
The investment seeks long-term growth of capital.
Under normal circumstances, the fund will generally invest in common stocks of 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 20% of its net assets in ETFs. The fund may invest up to 30% of its net assets in common stocks of foreign issuers when, in the Adviser’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 Insider Buying MF is 121.38B. The market cap for tickers in the group ranges from 13.96B to 446.3B. MA holds the highest valuation in this group at 446.3B. The lowest valued company is CRL at 13.96B.
Volume
The average weekly volume growth across all stocks in the Davenport Insider Buying MF was 81%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 34
Price Growth Rating: 47
SMR Rating: 43
Profit Risk Rating: 47
Seasonality Score: -32 (-100 ... +100)