The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA), Unitedhealth Group (NYSE:UNH), Exxon Mobil Corp (NYSE:XOM).
The investment seeks capital appreciation with lower volatility than broad equity markets.
The fund’s investment strategy seeks to provide capital appreciation through broad exposure to the equity markets with a lower volatility profile than long-only equity strategies, due to its implementation of a hedging strategy that uses index options to seek to limit the magnitude of negative returns during a declining equity market, thereby reducing the level of positive returns required to recoup losses.
The average market capitalization across the Brinker Capital Destinations Shelter Z MF is 1.28T. The market cap for tickers in the group ranges from 411.63B to 2.96T. AAPL holds the highest valuation in this group at 2.96T. The lowest valued company is XOM at 411.63B.
The average weekly volume growth across all stocks in the Brinker Capital Destinations Shelter Z MF was -46%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was -67%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 36
Price Growth Rating: 32
SMR Rating: 32
Profit Risk Rating: 22
Seasonality Score: 6 (-100 ... +100)