Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE), Starbucks Corp (NASDAQ:SBUX), Boeing Company (NYSE:BA).
Industry description
The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends.
The fund invests primarily in common stocks of mid-cap and large-cap U.S. companies. With respect to both mid-cap and large-cap stocks, the adviser employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics.
Market Cap
The average market capitalization across the IMS Capital Value MF is 1.52T. The market cap for tickers in the group ranges from 104.8B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is BA at 104.8B.
Volume
The average weekly volume growth across all stocks in the IMS Capital Value MF was 51%. For the same stocks of the MF, the average monthly volume growth was 26% 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: 66
P/E Growth Rating: 55
Price Growth Rating: 37
SMR Rating: 20
Profit Risk Rating: 28
Seasonality Score: 5 (-100 ... +100)