Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Uber Technologies (NYSE:UBER), SERVICENOW (NYSE:NOW), Workday (NASDAQ:WDAY).
Industry description
The investment seeks to achieve long-term growth of capital.
The fund seeks to achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts ("ADRs"). The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the fund's portfolio. It is non-diversified.
Market Cap
The average market capitalization across the Evolutionary Tree Innovators I MF is 865.81B. The market cap for tickers in the group ranges from 32.27B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is HUBS at 32.27B.
Volume
The average weekly volume growth across all stocks in the Evolutionary Tree Innovators I MF was 35%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 66
Price Growth Rating: 28
SMR Rating: 40
Profit Risk Rating: 23
Seasonality Score: -16 (-100 ... +100)