JAMEX Jamestown Equity Forecast, Technical & Fundamental Analysis

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), JPMorgan Chase & Co (NYSE:JPM).

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.

The average market capitalization across the Jamestown Equity MF is 1.89T. The market cap for tickers in the group ranges from 43.57B to 3.29T. NVDA holds the highest valuation in this group at 3.29T. The lowest valued company is AMP at 43.57B.

The average weekly volume growth across all stocks in the Jamestown Equity MF was 28%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -3%