Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM).
Industry description
The investment seeks long-term growth of capital.
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. Although the fund invests primarily in common stocks, it may also invest a portion of its assets in other equity securities, including preferred stocks, convertible preferred stocks and convertible bonds that are rated at the time of purchase in the four highest grades assigned by a nationally recognized rating agency, or unrated securities determined by the Advisor to be of comparable quality.
Market Cap
The average market capitalization across the Jamestown Equity MF is 1.74T. The market cap for tickers in the group ranges from 43.57B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AMP at 43.57B.
Volume
The average weekly volume growth across all stocks in the Jamestown Equity MF was -7%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 69
Price Growth Rating: 59
SMR Rating: 30
Profit Risk Rating: 23
Seasonality Score: 4 (-100 ... +100)