Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), VISA (NYSE:V).
Industry description
The investment seeks long-term capital appreciation.
The fund pursues its investment objective by investing primarily in the stocks of companies with the 25 to 50 most attractive and leading brands, from a fundamental and technical perspective, contained in the Alpha Brands Consumer Spending Index (the "index"). The index tracks the performance of 200 highly recognizable and relevant U.S. and foreign brands with a business to consumer and business to business focus.
Market Cap
The average market capitalization across the Rational Dynamic Brands Instl MF is 810.55B. The market cap for tickers in the group ranges from 21.38B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DKNG at 21.38B.
Volume
The average weekly volume growth across all stocks in the Rational Dynamic Brands Instl MF was -1%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 54
Price Growth Rating: 43
SMR Rating: 43
Profit Risk Rating: 21
Seasonality Score: 54 (-100 ... +100)