Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Tesla (NASDAQ:TSLA).
Industry description
The investment seeks capital appreciation and capital preservation.
The fund's investment adviser seeks to achieve the fund's investment objective by investing in a broadly diversified portfolio of equity securities (the "Equity Portfolio"), while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options (the "Options Portfolio"). The Equity Portfolio typically focuses on investing in individual stocks. The Options Portfolio will generally consist of options "collars".
Market Cap
The average market capitalization across the Horizon Defined Risk Investor MF is 2.02T. The market cap for tickers in the group ranges from 559.85B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TSLA at 559.85B.
Volume
The average weekly volume growth across all stocks in the Horizon Defined Risk Investor MF was -20%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -34%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 77
P/E Growth Rating: 73
Price Growth Rating: 43
SMR Rating: 28
Profit Risk Rating: 20
Seasonality Score: -44 (-100 ... +100)