Notable companies
The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), VISA (NYSE:V), Mastercard (NYSE:MA), Ulta Beauty (NASDAQ:ULTA).
Industry description
The investment seeks long-term capital appreciation; current income is the secondary consideration.
The fund invests primarily in common stocks that in the opinion of the fund's adviser appear to be temporarily undervalued by the market. The Adviser considers a security to be temporarily undervalued if the security's intrinsic value is significantly greater than the range in which the security is trading in the securities markets. It may invest up to 20% of its net assets in cash and other cash equivalents.
Market Cap
The average market capitalization across the Summitry Equity Fund MF is 788.95B. The market cap for tickers in the group ranges from 25.52B to 1.96T. AMZN holds the highest valuation in this group at 1.96T. The lowest valued company is ULTA at 25.52B.
Volume
The average weekly volume growth across all stocks in the Summitry Equity Fund MF was -18%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -1%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 65
Price Growth Rating: 36
SMR Rating: 32
Profit Risk Rating: 28
Seasonality Score: -53 (-100 ... +100)