Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Comcast Corp (NASDAQ:CMCSA), Analog Devices (NASDAQ:ADI).
Industry description
The investment seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital.
To pursue the fund's investment objective, the fund's portfolio managers ("portfolio managers") invest in both equity and debt securities of companies. The fund's portfolio managers believe that this combination of securities broadens the universe of opportunities for the fund, offers additional diversification and helps to lower volatility. The portfolio managers invest primarily in equity securities and the balance of the fund's portfolio in debt securities, cash and cash equivalents.
Market Cap
The average market capitalization across the FPA Crescent MF is 698.96B. The market cap for tickers in the group ranges from 44.26B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is TEL at 44.26B.
Volume
The average weekly volume growth across all stocks in the FPA Crescent MF was -20%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 33%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 42
P/E Growth Rating: 59
Price Growth Rating: 32
SMR Rating: 44
Profit Risk Rating: 34
Seasonality Score: 15 (-100 ... +100)