Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META).
Industry description
The investment seeks to provide total return through a combination of growth and income; preservation of capital in declining markets is a secondary objective.
Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued, and in high quality fixed income securities. The fund will normally hold both equity securities and fixed income securities, with typically at least 60% of its assets in equity securities and at least 15% of its assets in fixed income securities.
Market Cap
The average market capitalization across the James Aggressive Allocation MF is 1.37T. The market cap for tickers in the group ranges from 1.77B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ENVA at 1.77B.
Volume
The average weekly volume growth across all stocks in the James Aggressive Allocation MF was 87%. For the same stocks of the MF, the average monthly volume growth was 82% and the average quarterly volume growth was -13%
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: 55
Price Growth Rating: 42
SMR Rating: 27
Profit Risk Rating: 12
Seasonality Score: -41 (-100 ... +100)