Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Newmont Corp (NYSE:NEM), NRG Energy (NYSE:NRG).
Industry description
The investment seeks to maximize total return, consisting of a combination of long-term capital appreciation and current income, while moderating risk and volatility in the portfolio.
In seeking to maximize total return, under normal circumstances, the fund's assets are allocated into a diversified portfolio consisting of domestic and international equity securities (including American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs")), domestic and international fixed income securities, exchange-traded funds ("ETFs"), mutual funds and cash equivalent money market securities.
Market Cap
The average market capitalization across the GuidePath® Tactical Allocation RS MF is 2.23T. The market cap for tickers in the group ranges from 14.54B to 5.27T. NVDA holds the highest valuation in this group at 5.27T. The lowest valued company is NRG at 14.54B.
Volume
The average weekly volume growth across all stocks in the GuidePath® Tactical Allocation RS MF was -25%. For the same stocks of the MF, the average monthly volume growth was -36% and the average quarterly volume growth was -68%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 57
Price Growth Rating: 47
SMR Rating: 29
Profit Risk Rating: 22
Seasonality Score: -2 (-100 ... +100)