Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), Tesla (NASDAQ:TSLA), Alibaba Group Holding Limited (NYSE:BABA), Coca-Cola Company (NYSE:KO), Regeneron Pharmaceuticals (NASDAQ:REGN), Expedia Group (NASDAQ:EXPE).
Industry description
The investment seeks total return comprised of income and capital appreciation.
The fund's investment objective is total return comprised of income and capital appreciation. To meet its investment objective, it will invest primarily in domestic equity securities that in the opinion of the manager have above average intellectual property portfolios and other characteristics, like strong earnings and dividend growth relative to their sector competitors and that are members of the S&P 1500 Composite. It is non-diversified.
Market Cap
The average market capitalization across the M3Sixty Income and Opportunity Instl MF is 1.32T. The market cap for tickers in the group ranges from 27.49B to 4.33T. NVDA holds the highest valuation in this group at 4.33T. The lowest valued company is EXPE at 27.49B.
Volume
The average weekly volume growth across all stocks in the M3Sixty Income and Opportunity Instl MF was -13%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -18%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 55
P/E Growth Rating: 54
Price Growth Rating: 31
SMR Rating: 36
Profit Risk Rating: 47
Seasonality Score: -45 (-100 ... +100)