Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Home Depot (NYSE:HD), Netflix (NASDAQ:NFLX), SERVICENOW (NYSE:NOW), Booking Holdings (NASDAQ:BKNG), Analog Devices (NASDAQ:ADI), Chipotle Mexican Grill (NYSE:CMG).
Industry description
The investment seeks long-term capital appreciation.
The fund seeks to achieve long-term capital appreciation by investing in a focused portfolio of approximately 15 to 30 securities, which the adviser believes are undervalued relative to their future prospects. Under normal market conditions, the fund invests primarily in common stocks of companies of all sizes, including small-capitalization companies. The fund is non-diversified.
Market Cap
The average market capitalization across the Ensemble Fund MF is 355.15B. The market cap for tickers in the group ranges from 24.34B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is BR at 24.34B.
Volume
The average weekly volume growth across all stocks in the Ensemble Fund MF was -16%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -9%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 70
P/E Growth Rating: 43
Price Growth Rating: 32
SMR Rating: 30
Profit Risk Rating: 16
Seasonality Score: -47 (-100 ... +100)