The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Comcast Corp (NASDAQ:CMCSA), Analog Devices (NASDAQ:ADI), American International Group (NYSE:AIG).
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.
The average market capitalization across the FPA Crescent Supra Institutional MF is 449.87B. The market cap for tickers in the group ranges from 41.02B to 1.73T. GOOGL holds the highest valuation in this group at 1.73T. The lowest valued company is TEL at 41.02B.
The average weekly volume growth across all stocks in the FPA Crescent Supra Institutional MF was 12%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -22%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 36
Price Growth Rating: 36
SMR Rating: 43
Profit Risk Rating: 41
Seasonality Score: 15 (-100 ... +100)