Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Broadcom Inc. (NASDAQ:AVGO), VISA (NYSE:V), Citigroup (NYSE:C).
Industry description
The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in equity securities across a wide range of market capitalizations and investment styles with attractive fundamental characteristics. It invests its assets in both value and growth stocks, as well as dividend-paying and non-dividend-paying stocks. The fund may invest up to 25% of its net assets in foreign securities.
Market Cap
The average market capitalization across the Davidson Multi-Cap Equity I MF is 1.73T. The market cap for tickers in the group ranges from 17.03B to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is H at 17.03B.
Volume
The average weekly volume growth across all stocks in the Davidson Multi-Cap Equity I MF was 20%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -57%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 61
Price Growth Rating: 42
SMR Rating: 28
Profit Risk Rating: 33
Seasonality Score: -45 (-100 ... +100)