Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META).
Industry description
The investment seeks long-term growth of capital.
The fund seeks to achieve its objective by investing in a diversified portfolio composed primarily of domestic equity securities. Under normal circumstances, at least 80% of the fund’s net assets (including the amount of any borrowings for investment purposes) will be invested in equity securities. Equity securities consist of common stocks, shares of exchange-traded funds (“ETFs”) that invest in common stocks, preferred stocks, and convertible preferred stocks.
Market Cap
The average market capitalization across the Jamestown Equity MF is 2.71T. The market cap for tickers in the group ranges from 1.4T to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is META at 1.4T.
Volume
The average weekly volume growth across all stocks in the Jamestown Equity MF was 22%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was -63%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 65
P/E Growth Rating: 72
Price Growth Rating: 45
SMR Rating: 20
Profit Risk Rating: 30
Seasonality Score: -48 (-100 ... +100)