Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Salesforce (NYSE:CRM), Intuit (NASDAQ:INTU), Goldman Sachs Group (NYSE:GS), Arista Networks (NYSE:ANET), Splunk (NASDAQ:SPLK).
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 1.16T. The market cap for tickers in the group ranges from 26.44B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SPLK at 26.44B.
Volume
The average weekly volume growth across all stocks in the Davidson Multi-Cap Equity I MF was -9%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 5%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 80
P/E Growth Rating: 64
Price Growth Rating: 37
SMR Rating: 41
Profit Risk Rating: 17
Seasonality Score: 30 (-100 ... +100)