Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Mastercard (NYSE:MA).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in equity securities, consisting of common stock, preferred stock, securities convertible into common stock of domestic companies, real estate investment trusts (“REITs”), American Depositary Receipts (“ADRs”), and exchange-traded funds (“ETFs”) that the Adviser believes possess superior long-term growth characteristics and have strong, sustainable earnings prospects and reasonably valued stock prices.
Market Cap
The average market capitalization across the DF Dent Premier Growth Investor MF is 709.34B. The market cap for tickers in the group ranges from 29.03B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CBRE at 29.03B.
Volume
The average weekly volume growth across all stocks in the DF Dent Premier Growth Investor MF was 141%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 60
Price Growth Rating: 33
SMR Rating: 45
Profit Risk Rating: 21
Seasonality Score: 13 (-100 ... +100)