Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), VISA (NYSE:V), Netflix (NASDAQ:NFLX), Adobe (NASDAQ:ADBE), Intuit (NASDAQ:INTU), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG).
Industry description
The investment seeks long-term growth of capital.
The fund primarily invests in a core group of 15-35 equity securities, including both common stocks and sponsored American Depositary Receipts ("ADRs"). Its investments are expected to have a bias toward larger capitalization issuers (those with market capitalizations in excess of $10 billion), but the fund may also invest in small-capitalization (between $100 million and $4 billion) and medium-capitalization (between $4 billion and $10 billion) companies. It is non-diversified.
Market Cap
The average market capitalization across the Edgewood Growth Retail MF is 767.63B. The market cap for tickers in the group ranges from 98.71B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BX at 98.71B.
Volume
The average weekly volume growth across all stocks in the Edgewood Growth Retail MF was -27%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -44%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 85
P/E Growth Rating: 62
Price Growth Rating: 37
SMR Rating: 32
Profit Risk Rating: 30
Seasonality Score: -34 (-100 ... +100)