Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Wells Fargo & Co (NYSE:WFC), GE Aerospace (NYSE:GE), Boeing Company (NYSE:BA), Starbucks Corp (NASDAQ:SBUX).
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 1.42T. The market cap for tickers in the group ranges from 83.05B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SBUX at 83.05B.
Volume
The average weekly volume growth across all stocks in the IMS Capital Value MF was 22%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 57
Price Growth Rating: 40
SMR Rating: 24
Profit Risk Rating: 35
Seasonality Score: 10 (-100 ... +100)