The most notable companies in this group are Arista Networks (NYSE:ANET), Microchip Technology (NASDAQ:MCHP), Align Technology (NASDAQ:ALGN), Pure Storage (NYSE:PSTG).
The investment seeks long-term capital growth, and as a secondary objective, modest income with reasonable risk.
The fund normally invests approximately 65% of its assets in equity securities and approximately 35% in fixed-income securities and cash equivalents. The fund's fixed-income securities will generally have a weighted average maturity of five to 10 years. The adviser seeks to generally invest in mid-sized companies with market capitalizations at the time of purchase greater than $1 billion and less than $15 billion. It may invest in both investment-grade and below investment-grade securities.
The average market capitalization across the Disciplined Growth Investors MF is 24.46B. The market cap for tickers in the group ranges from 2.88B to 68.03B. ANET holds the highest valuation in this group at 68.03B. The lowest valued company is PLXS at 2.88B.
The average weekly volume growth across all stocks in the Disciplined Growth Investors MF was 190%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -14%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 41
Price Growth Rating: 42
SMR Rating: 51
Profit Risk Rating: 45
Seasonality Score: 23 (-100 ... +100)