Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Unitedhealth Group (NYSE:UNH), PepsiCo (NASDAQ:PEP), Accenture PLC (NYSE:ACN), Lowe's Companies (NYSE:LOW).
Industry description
The investment seeks long-term growth of capital.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. The fund focuses on U.S. listed common stocks issued by companies with large market capitalizations that the Adviser believes are quality companies with stock that offers the potential for future price appreciation.
Market Cap
The average market capitalization across the Haverford Quality Growth Stock MF is 1T. The market cap for tickers in the group ranges from 151.41B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is LOW at 151.41B.
Volume
The average weekly volume growth across all stocks in the Haverford Quality Growth Stock MF was 36%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was 13%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 56
Price Growth Rating: 42
SMR Rating: 25
Profit Risk Rating: 35
Seasonality Score: -10 (-100 ... +100)