Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL).
Industry description
The investment seeks to provide total return through a combination of growth and income and preservation of capital in declining markets.
Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued, and in fixed income securities. The fund will normally hold both equity securities and fixed income securities, with at least 25% of its assets in equity securities and at least 25% of its assets in fixed income securities.
Market Cap
The average market capitalization across the James Balanced: Golden Rainbow Instl MF is 2.62T. The market cap for tickers in the group ranges from 1.94T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GOOGL at 1.94T.
Volume
The average weekly volume growth across all stocks in the James Balanced: Golden Rainbow Instl MF was -23%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -41%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 65
Price Growth Rating: 49
SMR Rating: 20
Profit Risk Rating: 9
Seasonality Score: -37 (-100 ... +100)